AFTEX Mutual Fund

NAV$12.38

AUM$49M

TER0.55%

Holdings5,288

AFTEX Mutual Fund

NAV$12.38

The Tax-Exempt Bond Fund of America Class A

AUM$49M

TER0.55%

Holdings5,288

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Holdings Overlap Analysis

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

AFTEX Mutual Fund Overlap Analysis

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

AFTEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5288 holdings, AFTEX may share significant positions with broad-market funds.

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