ANGIX Mutual Fund
ANGIX Mutual Fund
NAV$8.63
AUM$2.3B
TER1.32%
Holdings1,017
See how much of ANGIX you already own
ANGIX Mutual Fund
NAV$8.63
Angel Oak Multi-Strategy Income Fund Institutional Shares
AUM$2.3B
TER1.32%
Holdings1,017
See how much of ANGIX you already own
ANGIX Mutual Fund Overlap Analysis
ANGIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ANGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1017 holdings, ANGIX may share significant positions with broad-market funds.
ANGIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ANGIX tax-loss harvesting finds highly correlated but non-identical funds.