AVUAX Mutual Fund

NAV$17.29

AUM$1.8B

TER0.78%

Holdings133

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Just $25 once·$69/mo·Download sample

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AVUAX Mutual Fund

NAV$17.29

American Century Mid Cap Value Fund Class I

AUM$1.8B

TER0.78%

Holdings133

See how much of AVUAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

AVUAX Mutual Fund Overlap Analysis

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

AVUAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 133 holdings, AVUAX may share significant positions with broad-market funds.

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