ARFFX Mutual Fund
ARFFX Mutual Fund
NAV$20.67
AUM$67M
TER1.00%
Holdings30
ARFFX Mutual Fund
NAV$20.67
Ariel Focus Fund Investor Cl
AUM$67M
TER1.00%
Holdings30
ARFFX Mutual Fund Overlap Analysis
ARFFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ARFFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, ARFFX may share significant positions with broad-market funds.
ARFFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ARFFX tax-loss harvesting finds highly correlated but non-identical funds.