AIVBX Mutual Fund
AIVBX Mutual Fund
NAV$22.30
TER0.97%
Holdings128
AIVBX Mutual Fund
NAV$22.30
American Funds International Vantage Fund Class A
TER0.97%
Holdings128
AIVBX Mutual Fund Overlap Analysis
AIVBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AIVBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 128 holdings, AIVBX may share significant positions with broad-market funds.
AIVBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AIVBX tax-loss harvesting finds highly correlated but non-identical funds.