ABWAX Mutual Fund

NAV$16.84

AUM$377M

TER1.14%

Holdings1,452

See how much of ABWAX you already own

Just $25 once·$69/mo·Download sample

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ABWAX Mutual Fund

NAV$16.84

AB All Market Total Return Portfolio Class A

AUM$377M

TER1.14%

Holdings1,452

See how much of ABWAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

ABWAX Mutual Fund Overlap Analysis

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

ABWAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1452 holdings, ABWAX may share significant positions with broad-market funds.

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