AFIFX Mutual Fund

NAV$100.30

AUM$2.4B

TER0.65%

Holdings264

See how much of AFIFX you already own

Just $25 once·$99/mo·Download sample

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AFIFX Mutual Fund

NAV$100.30

American Funds Fundamental Investors Class F-1

AUM$2.4B

TER0.65%

Holdings264

See how much of AFIFX 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 AFIFX 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 AFIFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AFIFX Mutual Fund Overlap Analysis

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

AFIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 264 holdings, AFIFX may share significant positions with broad-market funds.

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