AVGAX Mutual Fund

NAV$14.21

AUM$17M

TER1.40%

Holdings146

See how much of AVGAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

AVGAX Mutual Fund

NAV$14.21

BNY Mellon Dynamic Total Return Fund Class A

AUM$17M

TER1.40%

Holdings146

See how much of AVGAX you already own

Just $25 once·$69/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 AVGAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings AVGAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AVGAX Mutual Fund Overlap Analysis

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

AVGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 146 holdings, AVGAX may share significant positions with broad-market funds.

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