AFMCX Mutual Fund

NAV$20.35

AUM$112M

TER1.50%

Holdings268

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AFMCX Mutual Fund

NAV$20.35

Acuitas US Microcap Fund Institutional Class

AUM$112M

TER1.50%

Holdings268

See inside every fund you own

$99/yr 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 AFMCX 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 AFMCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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 268 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.