AVSFX Mutual Fund Analysis & Holdings | MarketXLS

AVSFX Mutual Fund

NAV$9.57

AUM$7M

TER0.15%

Holdings186

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

AVSFX Mutual Fund

NAV$9.57

Avantis Short-Term Fixed Income Fund Class Institutional

AUM$7M

TER0.15%

Holdings186

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

AVSFX Mutual Fund Overlap Analysis

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

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

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