AFYCX Mutual Fund
AFYCX Mutual Fund
NAV$24.79
AUM$112M
TER1.63%
Holdings50
See how much of AFYCX you already own
AFYCX Mutual Fund
NAV$24.79
Bahl & Gaynor Income Growth Fund Class C
AUM$112M
TER1.63%
Holdings50
See how much of AFYCX you already own
AFYCX Mutual Fund Overlap Analysis
AFYCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AFYCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, AFYCX may share significant positions with broad-market funds.
AFYCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AFYCX tax-loss harvesting finds highly correlated but non-identical funds.