AMBFX Mutual Fund
AMBFX Mutual Fund
NAV$40.99
AUM$49M
TER0.35%
Holdings3,945
See how much of AMBFX you already own
AMBFX Mutual Fund
NAV$40.99
American Balanced Fund Class F2
AUM$49M
TER0.35%
Holdings3,945
See how much of AMBFX you already own
AMBFX Mutual Fund Overlap Analysis
AMBFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AMBFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3945 holdings, AMBFX may share significant positions with broad-market funds.
AMBFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AMBFX tax-loss harvesting finds highly correlated but non-identical funds.