AFRRX Mutual Fund Analysis & Holdings | MarketXLS

AFRRX Mutual Fund

NAV$6.30

TER1.39%

Holdings559

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AFRRX Mutual Fund

NAV$6.30

Invesco Floating Rate ESG Fund Class R

TER1.39%

Holdings559

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

AFRRX Mutual Fund Overlap Analysis

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

AFRRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 559 holdings, AFRRX may share significant positions with broad-market funds.

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