AMAPX Mutual Fund
AMAPX Mutual Fund
NAV$9.72
AUM$49M
TER0.82%
Holdings47
AMAPX Mutual Fund
NAV$9.72
Amana Participation Fund Investor Shares
AUM$49M
TER0.82%
Holdings47
AMAPX Mutual Fund Overlap Analysis
AMAPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AMAPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 47 holdings, AMAPX may share significant positions with broad-market funds.
AMAPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AMAPX tax-loss harvesting finds highly correlated but non-identical funds.