ANVIX Mutual Fund
ANVIX Mutual Fund
NAV$32.15
AUM$44M
TER0.75%
Holdings66
See how much of ANVIX you already own
ANVIX Mutual Fund
NAV$32.15
Virtus NFJ Large Cap Value Fund Institutional Class
AUM$44M
TER0.75%
Holdings66
See how much of ANVIX you already own
ANVIX Mutual Fund Overlap Analysis
ANVIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ANVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, ANVIX may share significant positions with broad-market funds.
ANVIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ANVIX tax-loss harvesting finds highly correlated but non-identical funds.