ABRIX Mutual Fund

NAV$10.09

TER1.12%

Holdings158

ABRIX Mutual Fund

NAV$10.09

Invesco Balanced-Risk Allocation Fund Class R5

TER1.12%

Holdings158

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Holdings Overlap Analysis

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

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.