AFJAX Mutual Fund
AFJAX Mutual Fund
NAV$29.28
AUM$53M
TER1.30%
Holdings58
See how much of AFJAX you already own
AFJAX Mutual Fund
NAV$29.28
Virtus NFJ International Value Fund Class A
AUM$53M
TER1.30%
Holdings58
See how much of AFJAX you already own
AFJAX Mutual Fund Overlap Analysis
AFJAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AFJAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, AFJAX may share significant positions with broad-market funds.
AFJAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AFJAX tax-loss harvesting finds highly correlated but non-identical funds.