ABRCX Mutual Fund Analysis & Holdings | MarketXLS

ABRCX Mutual Fund

NAV$8.95

TER2.16%

Holdings158

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ABRCX Mutual Fund

NAV$8.95

Invesco Balanced-Risk Allocation Fund Class C

TER2.16%

Holdings158

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare ABRCX 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 ABRCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ABRCX Mutual Fund Overlap Analysis

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

ABRCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 158 holdings, ABRCX may share significant positions with broad-market funds.

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