ALVDX Mutual Fund Analysis & Holdings | MarketXLS

ALVDX Mutual Fund

NAV$12.11

AUM$77M

TER0.49%

Holdings61

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ALVDX Mutual Fund

NAV$12.11

American Century Focused Large Cap Value Fund Class R6

AUM$77M

TER0.49%

Holdings61

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

ALVDX Mutual Fund Overlap Analysis

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

ALVDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, ALVDX may share significant positions with broad-market funds.

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