APAAX Mutual Fund

NAV$9.57

AUM$30M

TER0.85%

Holdings97

See how much of APAAX you already own

Just $25 once·$69/mo·Download sample

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APAAX Mutual Fund

NAV$9.57

AB Municipal Income Fund II - AB Pennsylvania Portfolio Class A

AUM$30M

TER0.85%

Holdings97

See how much of APAAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

APAAX Mutual Fund Overlap Analysis

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

APAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 97 holdings, APAAX may share significant positions with broad-market funds.

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