AFOYX Mutual Fund
AFOYX Mutual Fund
NAV$20.64
AUM$28M
TER0.75%
Holdings30
See how much of AFOYX you already own
AFOYX Mutual Fund
NAV$20.64
Ariel Focus Fund Instl Cl
AUM$28M
TER0.75%
Holdings30
See how much of AFOYX you already own
AFOYX Mutual Fund Overlap Analysis
AFOYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AFOYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, AFOYX may share significant positions with broad-market funds.
AFOYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AFOYX tax-loss harvesting finds highly correlated but non-identical funds.