ABRYX Mutual Fund
ABRYX Mutual Fund
NAV$10.27
TER1.16%
Holdings158
See how much of ABRYX you already own
ABRYX Mutual Fund
NAV$10.27
Invesco Balanced-Risk Allocation Fund Class Y
TER1.16%
Holdings158
See how much of ABRYX you already own
ABRYX Mutual Fund Overlap Analysis
ABRYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ABRYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 158 holdings, ABRYX may share significant positions with broad-market funds.
ABRYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ABRYX tax-loss harvesting finds highly correlated but non-identical funds.