ABPZX Mutual Fund
ABPZX Mutual Fund
NAV$13.14
AUM$9,701.29
TER0.76%
Holdings72
See how much of ABPZX you already own
ABPZX Mutual Fund
NAV$13.14
AB Sustainable Thematic Balanced Portfolio Class Z
AUM$9,701.29
TER0.76%
Holdings72
See how much of ABPZX you already own
ABPZX Mutual Fund Overlap Analysis
ABPZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ABPZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 72 holdings, ABPZX may share significant positions with broad-market funds.
ABPZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ABPZX tax-loss harvesting finds highly correlated but non-identical funds.