AVGNX Mutual Fund

NAV$9.57

Holdings186

AVGNX Mutual Fund

NAV$9.57

Avantis Short-Term Fixed Income Fund Class G

Holdings186

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Holdings Overlap Analysis

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

AVGNX Mutual Fund Overlap Analysis

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

AVGNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 186 holdings, AVGNX may share significant positions with broad-market funds.

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