AFRIX Mutual Fund
AFRIX Mutual Fund
NAV$6.27
TER0.88%
Holdings559
See how much of AFRIX you already own
AFRIX Mutual Fund
NAV$6.27
Invesco Floating Rate ESG Fund Class R5
TER0.88%
Holdings559
See how much of AFRIX you already own
AFRIX Mutual Fund Overlap Analysis
AFRIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AFRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 559 holdings, AFRIX may share significant positions with broad-market funds.
AFRIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AFRIX tax-loss harvesting finds highly correlated but non-identical funds.