AFPNX Mutual Fund
AFPNX Mutual Fund
NAV$9.68
TER1.15%
Holdings263
See how much of AFPNX you already own
AFPNX Mutual Fund
NAV$9.68
American Funds Core Plus Bond Fund Class R2E
TER1.15%
Holdings263
See how much of AFPNX you already own
AFPNX Mutual Fund Overlap Analysis
AFPNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AFPNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 263 holdings, AFPNX may share significant positions with broad-market funds.
AFPNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AFPNX tax-loss harvesting finds highly correlated but non-identical funds.