ABVAX Mutual Fund

NAV$22.22

AUM$62M

TER0.89%

Holdings62

ABVAX Mutual Fund

NAV$22.22

AB Large Cap Value Fund Class A

AUM$62M

TER0.89%

Holdings62

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Holdings Overlap Analysis

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

ABVAX Mutual Fund Overlap Analysis

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

ABVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, ABVAX may share significant positions with broad-market funds.

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