AXMNX Mutual Fund
AXMNX Mutual Fund
NAV$12.95
AUM$14.18
TER0.69%
Holdings319
See how much of AXMNX you already own
AXMNX Mutual Fund
NAV$12.95
Acclivity Mid Cap Multi-Style Fund Class N
AUM$14.18
TER0.69%
Holdings319
See how much of AXMNX you already own
AXMNX Mutual Fund Overlap Analysis
AXMNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AXMNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 319 holdings, AXMNX may share significant positions with broad-market funds.
AXMNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AXMNX tax-loss harvesting finds highly correlated but non-identical funds.