ATTAX Mutual Fund Analysis & Holdings | MarketXLS

ATTAX Mutual Fund

NAV$10.54

AUM$127M

TER0.96%

Holdings935

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ATTAX Mutual Fund

NAV$10.54

AB Tax-Aware Fixed Income Opportunities Portfolio Class A

AUM$127M

TER0.96%

Holdings935

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

ATTAX Mutual Fund Overlap Analysis

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

ATTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 935 holdings, ATTAX may share significant positions with broad-market funds.

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