ALLFX Mutual Fund

NAV$10.07

TER1.05%

Holdings158

ALLFX Mutual Fund

NAV$10.07

Invesco Balanced-Risk Allocation Fund Class R6

TER1.05%

Holdings158

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Holdings Overlap Analysis

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

ALLFX Mutual Fund Overlap Analysis

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

ALLFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 158 holdings, ALLFX may share significant positions with broad-market funds.

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