ANISX Mutual Fund
ANISX Mutual Fund
Ancora Income Fund Class S
TER0.86%
Holdings94
See how much of ANISX you already own
ANISX Mutual Fund Overlap Analysis
ANISX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ANISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 94 holdings, ANISX may share significant positions with broad-market funds.
ANISX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ANISX tax-loss harvesting finds highly correlated but non-identical funds.