APHRX Mutual Fund

NAV$37.58

AUM$1.7B

TER0.95%

Holdings57

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APHRX Mutual Fund

NAV$37.58

Artisan Global Opportunities Fund Institutional Class

AUM$1.7B

TER0.95%

Holdings57

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

APHRX Mutual Fund Overlap Analysis

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

APHRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, APHRX may share significant positions with broad-market funds.

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