ABPYX Mutual Fund

NAV$13.24

AUM$2M

TER0.76%

Holdings72

ABPYX Mutual Fund

NAV$13.24

AB Sustainable Thematic Balanced Portfolio Advisor Class

AUM$2M

TER0.76%

Holdings72

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Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare ABPYX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings ABPYX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ABPYX Mutual Fund Overlap Analysis

ABPYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

ABPYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 72 holdings, ABPYX may share significant positions with broad-market funds.

ABPYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ABPYX tax-loss harvesting finds highly correlated but non-identical funds.