ANIAX Mutual Fund Analysis & Holdings | MarketXLS

ANIAX Mutual Fund

NAV$13.49

AUM$72M

TER0.75%

Holdings402

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ANIAX Mutual Fund

NAV$13.49

Sanford C. Bernstein Fund Inc - New York Municipal Portfolio Class A

AUM$72M

TER0.75%

Holdings402

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

ANIAX Mutual Fund Overlap Analysis

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

ANIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 402 holdings, ANIAX may share significant positions with broad-market funds.

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