AMDWX Mutual Fund Analysis & Holdings | MarketXLS

AMDWX Mutual Fund

NAV$18.47

AUM$65M

TER1.20%

Holdings35

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AMDWX Mutual Fund

NAV$18.47

Amana Developing World Fund Investor Class

AUM$65M

TER1.20%

Holdings35

See inside every fund you own

$149/yr 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 AMDWX 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 AMDWX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AMDWX Mutual Fund Overlap Analysis

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

AMDWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, AMDWX may share significant positions with broad-market funds.

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