AFPGX Mutual Fund
AFPGX Mutual Fund
NAV$9.70
TER0.43%
Holdings263
See how much of AFPGX you already own
AFPGX Mutual Fund
NAV$9.70
American Funds Core Plus Bond Fund Class 529-F-2
TER0.43%
Holdings263
See how much of AFPGX you already own
AFPGX Mutual Fund Overlap Analysis
AFPGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AFPGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 263 holdings, AFPGX may share significant positions with broad-market funds.
AFPGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AFPGX tax-loss harvesting finds highly correlated but non-identical funds.