AFLKX Mutual Fund Analysis & Holdings | MarketXLS

AFLKX Mutual Fund

NAV$8.97

AUM$79,453.73

TER2.36%

Holdings325

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AFLKX Mutual Fund

NAV$8.97

Anfield Universal Fixed Income Fund Class C

AUM$79,453.73

TER2.36%

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

AFLKX Mutual Fund Overlap Analysis

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

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

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