AFLIX Mutual Fund Analysis & Holdings | MarketXLS

AFLIX Mutual Fund

NAV$8.97

AUM$150M

TER1.36%

Holdings325

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AFLIX Mutual Fund

NAV$8.97

Anfield Universal Fixed Income Fund Class I

AUM$150M

TER1.36%

Holdings325

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

AFLIX Mutual Fund Overlap Analysis

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

AFLIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 325 holdings, AFLIX may share significant positions with broad-market funds.

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