APDJX Mutual Fund Analysis & Holdings | MarketXLS

APDJX Mutual Fund

NAV$21.51

TER1.16%

Holdings133

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APDJX Mutual Fund

NAV$21.51

Artisan International Small-Mid Fund Series Advisor

TER1.16%

Holdings133

See inside every fund you own

$45/quarter 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 APDJX 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 APDJX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

APDJX Mutual Fund Overlap Analysis

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

APDJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 133 holdings, APDJX may share significant positions with broad-market funds.

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