AFMMX Mutual Fund
AFMMX Mutual Fund
NAV$3.45
AUM$63M
TER1.44%
Holdings179
See how much of AFMMX you already own
AFMMX Mutual Fund
NAV$3.45
Yorktown Short Term Bond Fund Class L
AUM$63M
TER1.44%
Holdings179
See how much of AFMMX you already own
AFMMX Mutual Fund Overlap Analysis
AFMMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AFMMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 179 holdings, AFMMX may share significant positions with broad-market funds.
AFMMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AFMMX tax-loss harvesting finds highly correlated but non-identical funds.