ABVYX Mutual Fund
ABVYX Mutual Fund
NAV$22.36
AUM$476M
TER0.64%
Holdings62
ABVYX Mutual Fund
NAV$22.36
AB Large Cap Value Fund Advisor Class
AUM$476M
TER0.64%
Holdings62
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 62 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.