ABRFX Mutual Fund Analysis & Holdings | MarketXLS

ABRFX Mutual Fund

NAV$16.00

AUM$1M

TER2.88%

Holdings23

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ABRFX Mutual Fund

NAV$16.00

DSS AmericaFirst Monthly Risk-On Risk-Off Fund Class A

AUM$1M

TER2.88%

Holdings23

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

ABRFX Mutual Fund Overlap Analysis

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

ABRFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, ABRFX may share significant positions with broad-market funds.

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