AMRMX Mutual Fund
AMRMX Mutual Fund
NAV$66.37
AUM$49M
TER0.57%
Holdings157
AMRMX Mutual Fund
NAV$66.37
American Mutual Fund Class A Shares
AUM$49M
TER0.57%
Holdings157
AMRMX Mutual Fund Overlap Analysis
AMRMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AMRMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 157 holdings, AMRMX may share significant positions with broad-market funds.
AMRMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AMRMX tax-loss harvesting finds highly correlated but non-identical funds.