APFDX Mutual Fund

NAV$20.22

TER1.41%

Holdings74

See how much of APFDX you already own

Just $25 once·$99/mo·Download sample

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APFDX Mutual Fund

NAV$20.22

Artisan Global Discovery Fund Investor Class

TER1.41%

Holdings74

See how much of APFDX you already own

Just $25 once·$99/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 APFDX 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 APFDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

APFDX Mutual Fund Overlap Analysis

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

APFDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, APFDX may share significant positions with broad-market funds.

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