ANPRX Mutual Fund
ANPRX Mutual Fund
NAV$34.43
AUM$19M
TER0.60%
Holdings78
See how much of ANPRX you already own
ANPRX Mutual Fund
NAV$34.43
Virtus NFJ Mid-Cap Value Fund Class R6
AUM$19M
TER0.60%
Holdings78
See how much of ANPRX you already own
ANPRX Mutual Fund Overlap Analysis
ANPRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ANPRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 78 holdings, ANPRX may share significant positions with broad-market funds.
ANPRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ANPRX tax-loss harvesting finds highly correlated but non-identical funds.