AFMFX Mutual Fund Analysis & Holdings | MarketXLS

AFMFX Mutual Fund

NAV$66.25

AUM$49M

TER0.27%

Holdings157

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AFMFX Mutual Fund

NAV$66.25

American Mutual Fund Class F-3

AUM$49M

TER0.27%

Holdings157

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

AFMFX Mutual Fund Overlap Analysis

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

AFMFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 157 holdings, AFMFX may share significant positions with broad-market funds.

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