ABYAX Mutual Fund Analysis & Holdings | MarketXLS

ABYAX Mutual Fund

NAV$11.54

AUM$18M

TER2.04%

Holdings1,329

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ABYAX Mutual Fund

NAV$11.54

Abbey Capital Futures Strategy Fund- Class A Shares

AUM$18M

TER2.04%

Holdings1,329

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

ABYAX Mutual Fund Overlap Analysis

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

ABYAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1329 holdings, ABYAX may share significant positions with broad-market funds.

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