AVSCX Mutual Fund
AVSCX Mutual Fund
NAV$14.73
AUM$106M
Holdings1,116
AVSCX Mutual Fund
NAV$14.73
Avantis US Small Cap Equity Fund Institutional Class
AUM$106M
Holdings1,116
AVSCX Mutual Fund Overlap Analysis
AVSCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AVSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1116 holdings, AVSCX may share significant positions with broad-market funds.
AVSCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AVSCX tax-loss harvesting finds highly correlated but non-identical funds.