AFRAX Mutual Fund

NAV$6.22

AUM$602M

TER1.14%

Holdings530

See how much of AFRAX you already own

Just $25 once·$99/mo·Download sample

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AFRAX Mutual Fund

NAV$6.22

Invesco Floating Rate ESG Fund Class A

AUM$602M

TER1.14%

Holdings530

See how much of AFRAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

AFRAX Mutual Fund Overlap Analysis

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

AFRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 530 holdings, AFRAX may share significant positions with broad-market funds.

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