APSLX Mutual Fund
APSLX Mutual Fund
NAV$17.50
AUM$989,415.45
TER2.05%
Holdings76
See how much of APSLX you already own
APSLX Mutual Fund
NAV$17.50
NYLI Fiera SMID Growth Fund Class C
AUM$989,415.45
TER2.05%
Holdings76
See how much of APSLX you already own
APSLX Mutual Fund Overlap Analysis
APSLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
APSLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, APSLX may share significant positions with broad-market funds.
APSLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. APSLX tax-loss harvesting finds highly correlated but non-identical funds.