AIIFX Mutual Fund Analysis & Holdings | MarketXLS

AIIFX Mutual Fund

NAV$8.20

AUM$13M

TER2.02%

Holdings30

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AIIFX Mutual Fund

NAV$8.20

Timber Point Alternative Income Fund Institutional Class

AUM$13M

TER2.02%

Holdings30

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

AIIFX Mutual Fund Overlap Analysis

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

AIIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, AIIFX may share significant positions with broad-market funds.

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