AVDVX Mutual Fund

NAV$20.24

AUM$535M

TER0.36%

Holdings1,330

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AVDVX Mutual Fund

NAV$20.24

Avantis International Small Cap Value Fund Institutional Class

AUM$535M

TER0.36%

Holdings1,330

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

AVDVX Mutual Fund Overlap Analysis

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

AVDVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1330 holdings, AVDVX may share significant positions with broad-market funds.

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