ABREX Mutual Fund Holdings Overlap Calculator | MarketXLS

ABREX Mutual Fund

NAV$8.85

AUM$8,562.07

TER1.50%

Holdings516

See what you own twice

Check ABREX against your other funds. Free for up to 5.

Check my overlap

ABREX Mutual Fund

NAV$8.85

AB Emerging Markets Multi-Asset Portfolio Class R

AUM$8,562.07

TER1.50%

Holdings516

See what you own twice

Check ABREX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

ABREX Mutual Fund Overlap Analysis

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

ABREX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 516 holdings, ABREX may share significant positions with broad-market funds.

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