AMIPX Mutual Fund
AMIPX Mutual Fund
NAV$9.75
AUM$273M
TER0.59%
Holdings47
AMIPX Mutual Fund
NAV$9.75
Amana Participation Fund Institutional Shares
AUM$273M
TER0.59%
Holdings47
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 47 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.