ANZCX Mutual Fund Analysis & Holdings | MarketXLS

ANZCX Mutual Fund

NAV$46.48

AUM$63M

TER1.73%

Holdings104

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ANZCX Mutual Fund

NAV$46.48

Virtus Convertible fund Class c

AUM$63M

TER1.73%

Holdings104

See inside every fund you own

$99/yr 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 ANZCX 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 ANZCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ANZCX Mutual Fund Overlap Analysis

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

ANZCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 104 holdings, ANZCX may share significant positions with broad-market funds.

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