APPIX Mutual Fund

NAV$12.36

AUM$24M

TER1.02%

Holdings40

APPIX Mutual Fund

NAV$12.36

Appleseed Fund Institutional Class

AUM$24M

TER1.02%

Holdings40

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Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

APPIX Mutual Fund Overlap Analysis

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

APPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, APPIX may share significant positions with broad-market funds.

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