AFPIX Mutual Fund Analysis & Holdings | MarketXLS

AFPIX Mutual Fund

NAV$4.50

AUM$6M

TER2.50%

Holdings38

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AFPIX Mutual Fund

NAV$4.50

DSS AmericaFirst Income Fund Class I

AUM$6M

TER2.50%

Holdings38

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

AFPIX Mutual Fund Overlap Analysis

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

AFPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, AFPIX may share significant positions with broad-market funds.

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