ABVYX Mutual Fund
ABVYX Mutual Fund
NAV$21.77
AUM$471M
TER0.64%
Holdings64
See how much of ABVYX you already own
ABVYX Mutual Fund
NAV$21.77
AB Large Cap Value Fund Advisor Class
AUM$471M
TER0.64%
Holdings64
See how much of ABVYX you already own
ABVYX Mutual Fund Overlap Analysis
ABVYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ABVYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, ABVYX may share significant positions with broad-market funds.
ABVYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ABVYX tax-loss harvesting finds highly correlated but non-identical funds.