APDWX Mutual Fund Analysis & Holdings | MarketXLS

APDWX Mutual Fund

NAV$12.11

TER1.10%

Holdings76

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APDWX Mutual Fund

NAV$12.11

Artisan Value Income Fund Class Advisor

TER1.10%

Holdings76

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

APDWX Mutual Fund Overlap Analysis

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

APDWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, APDWX may share significant positions with broad-market funds.

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