AFMCX Mutual Fund
AFMCX Mutual Fund
NAV$19.24
AUM$109M
TER1.50%
Holdings279
See how much of AFMCX you already own
AFMCX Mutual Fund
NAV$19.24
Acuitas US Microcap Fund Institutional Class
AUM$109M
TER1.50%
Holdings279
See how much of AFMCX you already own
AFMCX Mutual Fund Overlap Analysis
AFMCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AFMCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 279 holdings, AFMCX may share significant positions with broad-market funds.
AFMCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AFMCX tax-loss harvesting finds highly correlated but non-identical funds.