ABWIX Mutual Fund
ABWIX Mutual Fund
NAV$17.50
AUM$679,689.01
TER0.93%
Holdings1,452
See how much of ABWIX you already own
ABWIX Mutual Fund
NAV$17.50
AB All Market Total Return Portfolio Class I
AUM$679,689.01
TER0.93%
Holdings1,452
See how much of ABWIX you already own
ABWIX Mutual Fund Overlap Analysis
ABWIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ABWIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1452 holdings, ABWIX may share significant positions with broad-market funds.
ABWIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ABWIX tax-loss harvesting finds highly correlated but non-identical funds.