AFPOX Mutual Fund
AFPOX Mutual Fund
NAV$9.68
TER0.98%
Holdings263
See how much of AFPOX you already own
AFPOX Mutual Fund
NAV$9.68
American Funds Core Plus Bond Fund Class R3
TER0.98%
Holdings263
See how much of AFPOX you already own
AFPOX Mutual Fund Overlap Analysis
AFPOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AFPOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 263 holdings, AFPOX may share significant positions with broad-market funds.
AFPOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AFPOX tax-loss harvesting finds highly correlated but non-identical funds.