AMIPX Mutual Fund
AMIPX Mutual Fund
NAV$9.55
AUM$269M
TER0.59%
Holdings81
See how much of AMIPX you already own
AMIPX Mutual Fund
NAV$9.55
Amana Participation Fund Institutional Shares
AUM$269M
TER0.59%
Holdings81
See how much of AMIPX you already own
AMIPX Mutual Fund Overlap Analysis
AMIPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AMIPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 81 holdings, AMIPX may share significant positions with broad-market funds.
AMIPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AMIPX tax-loss harvesting finds highly correlated but non-identical funds.