ABRRX Mutual Fund
ABRRX Mutual Fund
NAV$9.66
TER1.66%
Holdings158
See how much of ABRRX you already own
ABRRX Mutual Fund
NAV$9.66
Invesco Balanced-Risk Allocation Fund Class R
TER1.66%
Holdings158
See how much of ABRRX you already own
ABRRX Mutual Fund Overlap Analysis
ABRRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ABRRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 158 holdings, ABRRX may share significant positions with broad-market funds.
ABRRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ABRRX tax-loss harvesting finds highly correlated but non-identical funds.