AFPSX Mutual Fund
AFPSX Mutual Fund
NAV$9.70
TER0.34%
Holdings263
See how much of AFPSX you already own
AFPSX Mutual Fund
NAV$9.70
American Funds Core Plus Bond Fund Class R6
TER0.34%
Holdings263
See how much of AFPSX you already own
AFPSX Mutual Fund Overlap Analysis
AFPSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AFPSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 263 holdings, AFPSX may share significant positions with broad-market funds.
AFPSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AFPSX tax-loss harvesting finds highly correlated but non-identical funds.