ADBLX Mutual Fund
ADBLX Mutual Fund
NAV$8.72
TER0.68%
Holdings81
See how much of ADBLX you already own
ADBLX Mutual Fund
NAV$8.72
AMG Beutel Goodman Core Plus Bond Fund Class N
TER0.68%
Holdings81
See how much of ADBLX you already own
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.