AXSIX Mutual Fund Analysis & Holdings | MarketXLS

AXSIX Mutual Fund

NAV$8.86

AUM$3.9B

TER1.03%

Holdings548

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AXSIX Mutual Fund

NAV$8.86

Axonic Strategic Income Fund Class I Shares

AUM$3.9B

TER1.03%

Holdings548

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

AXSIX Mutual Fund Overlap Analysis

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

AXSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 548 holdings, AXSIX may share significant positions with broad-market funds.

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