AFPMX Mutual Fund
AFPMX Mutual Fund
NAV$9.68
TER1.38%
Holdings263
See how much of AFPMX you already own
AFPMX Mutual Fund
NAV$9.68
American Funds Core Plus Bond Fund Class R2
TER1.38%
Holdings263
See how much of AFPMX you already own
AFPMX Mutual Fund Overlap Analysis
AFPMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AFPMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 263 holdings, AFPMX may share significant positions with broad-market funds.
AFPMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AFPMX tax-loss harvesting finds highly correlated but non-identical funds.