ANFVX Mutual Fund
ANFVX Mutual Fund
NAV$18.00
AUM$9M
TER0.77%
Holdings80
See how much of ANFVX you already own
ANFVX Mutual Fund
NAV$18.00
Virtus NFJ Small-Cap Value Fund Class R6
AUM$9M
TER0.77%
Holdings80
See how much of ANFVX you already own
ANFVX Mutual Fund Overlap Analysis
ANFVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ANFVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, ANFVX may share significant positions with broad-market funds.
ANFVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ANFVX tax-loss harvesting finds highly correlated but non-identical funds.