ABRIX Mutual Fund
ABRIX Mutual Fund
NAV$10.31
TER1.12%
Holdings158
See how much of ABRIX you already own
ABRIX Mutual Fund
NAV$10.31
Invesco Balanced-Risk Allocation Fund Class R5
TER1.12%
Holdings158
See how much of ABRIX you already own
ABRIX Mutual Fund Overlap Analysis
ABRIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ABRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 158 holdings, ABRIX may share significant positions with broad-market funds.
ABRIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ABRIX tax-loss harvesting finds highly correlated but non-identical funds.