ADBLX Mutual Fund
ADBLX Mutual Fund
NAV$8.72
TER0.68%
Holdings81
ADBLX Mutual Fund
NAV$8.72
AMG Beutel Goodman Core Plus Bond Fund Class N
TER0.68%
Holdings81
ADBLX Mutual Fund Overlap Analysis
ADBLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ADBLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 81 holdings, ADBLX may share significant positions with broad-market funds.
ADBLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ADBLX tax-loss harvesting finds highly correlated but non-identical funds.