AFTFX Mutual Fund
AFTFX Mutual Fund
NAV$12.40
AUM$49M
TER0.63%
Holdings5,288
AFTFX Mutual Fund
NAV$12.40
The Tax-Exempt Bond Fund of America F1
AUM$49M
TER0.63%
Holdings5,288
AFTFX Mutual Fund Overlap Analysis
AFTFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AFTFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5288 holdings, AFTFX may share significant positions with broad-market funds.
AFTFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AFTFX tax-loss harvesting finds highly correlated but non-identical funds.