AXMNX Mutual Fund
AXMNX Mutual Fund
NAV$12.95
AUM$14.18
TER0.69%
Holdings319
AXMNX Mutual Fund
NAV$12.95
Acclivity Mid Cap Multi-Style Fund Class N
AUM$14.18
TER0.69%
Holdings319
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.