ADVJX Mutual Fund Analysis & Holdings | MarketXLS

ADVJX Mutual Fund

NAV$22.21

AUM$4,295.44

TER1.15%

Holdings24

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ADVJX Mutual Fund

NAV$22.21

Vaughan Nelson International Fund Investor Class

AUM$4,295.44

TER1.15%

Holdings24

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

ADVJX Mutual Fund Overlap Analysis

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

ADVJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, ADVJX may share significant positions with broad-market funds.

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