AVPEX Mutual Fund Analysis & Holdings | MarketXLS

AVPEX Mutual Fund

NAV$12.17

AUM$18M

TER1.76%

Holdings51

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AVPEX Mutual Fund

NAV$12.17

ALPS Global Opportunity Portfolio Class III

AUM$18M

TER1.76%

Holdings51

See inside every fund you own

$149/yr 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 AVPEX 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 AVPEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AVPEX Mutual Fund Overlap Analysis

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

AVPEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, AVPEX may share significant positions with broad-market funds.

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