APDEX Mutual Fund

NAV$28.01

TER1.05%

Holdings81

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$99/yr Pro · Cancel anytime

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APDEX Mutual Fund

NAV$28.01

Artisan Sustainable Emerging Markets Fund Class Advisor

TER1.05%

Holdings81

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

APDEX Mutual Fund Overlap Analysis

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

APDEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 81 holdings, APDEX may share significant positions with broad-market funds.

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