ATFIX Mutual Fund

NAV$10.91

TER0.36%

Holdings824

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ATFIX Mutual Fund

NAV$10.91

Invesco Limited Term Municipal Income Fund Class R5

TER0.36%

Holdings824

See inside every fund you own

$99/yr 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 ATFIX 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 ATFIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ATFIX Mutual Fund Overlap Analysis

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

ATFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 824 holdings, ATFIX may share significant positions with broad-market funds.

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