APHUX Mutual Fund Analysis & Holdings | MarketXLS

APHUX Mutual Fund

NAV$9.32

TER0.92%

Holdings117

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APHUX Mutual Fund

NAV$9.32

Artisan Floating Rate Fund Class Institutional

TER0.92%

Holdings117

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

APHUX Mutual Fund Overlap Analysis

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

APHUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 117 holdings, APHUX may share significant positions with broad-market funds.

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