APOAX Mutual Fund

NAV$10.30

AUM$47M

TER0.84%

Holdings115

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APOAX Mutual Fund

NAV$10.30

American Century Short Duration Inflation Protection Bond Fund Class A

AUM$47M

TER0.84%

Holdings115

See how much of APOAX 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 APOAX 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 APOAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

APOAX Mutual Fund Overlap Analysis

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

APOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 115 holdings, APOAX may share significant positions with broad-market funds.

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