ASTIX Mutual Fund

NAV$14.25

AUM$38M

TER1.49%

Holdings14

See how much of ASTIX you already own

Just $25 once·$99/mo·Download sample

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ASTIX Mutual Fund

NAV$14.25

Astor Dynamic Allocation Fund Class I

AUM$38M

TER1.49%

Holdings14

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

ASTIX Mutual Fund Overlap Analysis

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

ASTIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, ASTIX may share significant positions with broad-market funds.

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