APHHX Mutual Fund

NAV$25.10

AUM$137M

TER1.10%

Holdings80

APHHX Mutual Fund

NAV$25.10

Artisan Global Equity Fund Institutional Class

AUM$137M

TER1.10%

Holdings80

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Holdings Overlap Analysis

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

APHHX Mutual Fund Overlap Analysis

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

APHHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, APHHX may share significant positions with broad-market funds.

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