ASMNX Mutual Fund
NAV$24.19
AUM$53M
TER0.87%
Holdings601
ASMNX Mutual Fund
NAV$24.19
AQR Small Cap Momentum Style Fund Class N
AUM$53M
TER0.87%
Holdings601
ASMNX Mutual Fund Overlap Analysis
ASMNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ASMNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 601 holdings, ASMNX may share significant positions with broad-market funds.
ASMNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ASMNX tax-loss harvesting finds highly correlated but non-identical funds.