AFRYX Mutual Fund
AFRYX Mutual Fund
NAV$6.22
TER0.89%
Holdings530
See how much of AFRYX you already own
AFRYX Mutual Fund
NAV$6.22
Invesco Floating Rate ESG Fund Class Y
TER0.89%
Holdings530
See how much of AFRYX you already own
AFRYX Mutual Fund Overlap Analysis
AFRYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AFRYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 530 holdings, AFRYX may share significant positions with broad-market funds.
AFRYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AFRYX tax-loss harvesting finds highly correlated but non-identical funds.