APUSX Mutual Fund

NAV$9.97

TER0.60%

Holdings25

See how much of APUSX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

APUSX Mutual Fund

NAV$9.97

Ultra Short Tax-Free Income Fund Investor Share Class

TER0.60%

Holdings25

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

APUSX Mutual Fund Overlap Analysis

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

APUSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, APUSX may share significant positions with broad-market funds.

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