AVMUX Mutual Fund Analysis & Holdings | MarketXLS

AVMUX Mutual Fund

NAV$9.35

AUM$7M

TER0.15%

Holdings223

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

AVMUX Mutual Fund

NAV$9.35

Avantis Core Municipal Fixed Income Fund Class Institutional

AUM$7M

TER0.15%

Holdings223

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

AVMUX Mutual Fund Overlap Analysis

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

AVMUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 223 holdings, AVMUX may share significant positions with broad-market funds.

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