ASTEX Mutual Fund Analysis & Holdings | MarketXLS

ASTEX Mutual Fund

NAV$10.04

TER0.43%

Holdings1,231

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ASTEX Mutual Fund

NAV$10.04

American Funds Short-Term Tax-Exempt Bond Fund Cl A Shs

TER0.43%

Holdings1,231

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare ASTEX 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 ASTEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ASTEX Mutual Fund Overlap Analysis

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

ASTEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1231 holdings, ASTEX may share significant positions with broad-market funds.

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