ABRCX Mutual Fund
ABRCX Mutual Fund
NAV$9.15
TER2.16%
Holdings154
See how much of ABRCX you already own
ABRCX Mutual Fund
NAV$9.15
Invesco Balanced-Risk Allocation Fund Class C
TER2.16%
Holdings154
See how much of ABRCX you already own
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 154 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.