APSLX Mutual Fund

NAV$17.93

AUM$989,415.45

TER2.05%

Holdings76

APSLX Mutual Fund

NAV$17.93

NYLI Fiera SMID Growth Fund Class C

AUM$989,415.45

TER2.05%

Holdings76

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

Compare APSLX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings APSLX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.