APHXX Mutual Fund Analysis & Holdings | MarketXLS

APHXX Mutual Fund

NAV$1.00

TER0.27%

Holdings68

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APHXX Mutual Fund

NAV$1.00

Cavanal Hill Government Securities Money Market Fund Insti Shs

TER0.27%

Holdings68

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

APHXX Mutual Fund Overlap Analysis

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

APHXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 68 holdings, APHXX may share significant positions with broad-market funds.

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