AFFCX Mutual Fund

NAV$7.40

AUM$619,433.22

TER1.66%

Holdings320

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AFFCX Mutual Fund

NAV$7.40

Yorktown Multi-Sector Bond Fund Class C

AUM$619,433.22

TER1.66%

Holdings320

See how much of AFFCX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

AFFCX Mutual Fund Overlap Analysis

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

AFFCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 320 holdings, AFFCX may share significant positions with broad-market funds.

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