AFLEX Mutual Fund

NAV$8.97

AUM$455,766.28

TER1.60%

Holdings316

See how much of AFLEX you already own

Just $25 once·$99/mo·Download sample

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AFLEX Mutual Fund

NAV$8.97

Anfield Universal Fixed Income Fund Class A

AUM$455,766.28

TER1.60%

Holdings316

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

AFLEX Mutual Fund Overlap Analysis

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

AFLEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 316 holdings, AFLEX may share significant positions with broad-market funds.

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