ADVLX Mutual Fund Analysis & Holdings | MarketXLS

ADVLX Mutual Fund

NAV$22.63

AUM$49M

TER0.90%

Holdings24

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ADVLX Mutual Fund

NAV$22.63

Vaughan Nelson International Fund Institutional Class

AUM$49M

TER0.90%

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

ADVLX Mutual Fund Overlap Analysis

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

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

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