ANVIX Mutual Fund Holdings Overlap Calculator | MarketXLS

ANVIX Mutual Fund

NAV$32.15

AUM$42M

TER0.75%

Holdings66

See what you own twice

Check ANVIX against your other funds. Free for up to 5.

Check my overlap

ANVIX Mutual Fund

NAV$32.15

Virtus NFJ Large Cap Value Fund Institutional Class

AUM$42M

TER0.75%

Holdings66

See what you own twice

Check ANVIX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

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

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.