AVIGX Mutual Fund Analysis & Holdings | MarketXLS

AVIGX Mutual Fund

NAV$8.24

AUM$11M

TER0.15%

Holdings504

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AVIGX Mutual Fund

NAV$8.24

Avantis Core Fixed Income Fund Class Institutional

AUM$11M

TER0.15%

Holdings504

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

AVIGX Mutual Fund Overlap Analysis

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

AVIGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 504 holdings, AVIGX may share significant positions with broad-market funds.

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