AHIVX Mutual Fund
AHIVX Mutual Fund
NAV$8.61
AUM$119M
TER0.78%
Holdings1,323
See how much of AHIVX you already own
AHIVX Mutual Fund
NAV$8.61
High Income Fund Class Investor
AUM$119M
TER0.78%
Holdings1,323
See how much of AHIVX you already own
AHIVX Mutual Fund Overlap Analysis
AHIVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AHIVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1323 holdings, AHIVX may share significant positions with broad-market funds.
AHIVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AHIVX tax-loss harvesting finds highly correlated but non-identical funds.