AMRAX Mutual Fund
AMRAX Mutual Fund
NAV$7.54
AUM$11M
TER5.13%
Holdings29
AMRAX Mutual Fund
NAV$7.54
American Growth Fund, Inc. Series One Class A
AUM$11M
TER5.13%
Holdings29
AMRAX Mutual Fund Overlap Analysis
AMRAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AMRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, AMRAX may share significant positions with broad-market funds.
AMRAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AMRAX tax-loss harvesting finds highly correlated but non-identical funds.