AMRFX Mutual Fund Holdings Overlap Calculator | MarketXLS

AMRFX Mutual Fund

NAV$66.25

AUM$49M

TER0.38%

Holdings157

See what you own twice

Check AMRFX against your other funds. Free for up to 5.

Check my overlap

AMRFX Mutual Fund

NAV$66.25

American Mutual Fund

AUM$49M

TER0.38%

Holdings157

See what you own twice

Check AMRFX against your other funds. Free for up to 5.

Check my overlap

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Holdings Overlap Analysis

Compare AMRFX 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 AMRFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AMRFX Mutual Fund Overlap Analysis

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

AMRFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 157 holdings, AMRFX may share significant positions with broad-market funds.

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