ANDVX Mutual Fund
ANDVX Mutual Fund
NAV$12.45
AUM$47M
TER0.65%
Holdings63
See how much of ANDVX you already own
ANDVX Mutual Fund
NAV$12.45
Virtus NFJ Dividend Value Fund Class R6
AUM$47M
TER0.65%
Holdings63
See how much of ANDVX you already own
ANDVX Mutual Fund Overlap Analysis
ANDVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ANDVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, ANDVX may share significant positions with broad-market funds.
ANDVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ANDVX tax-loss harvesting finds highly correlated but non-identical funds.