ABWCX Mutual Fund

NAV$16.53

AUM$2M

TER1.90%

Holdings1,452

See how much of ABWCX you already own

Just $25 once·$69/mo·Download sample

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ABWCX Mutual Fund

NAV$16.53

AB All Market Total Return Portfolio Class C

AUM$2M

TER1.90%

Holdings1,452

See how much of ABWCX 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 ABWCX 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 ABWCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ABWCX Mutual Fund Overlap Analysis

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

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

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