AZMAX Mutual Fund

NAV$24.22

AUM$6M

TER1.14%

Holdings99

See how much of AZMAX you already own

Just $25 once·$69/mo·Download sample

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AZMAX Mutual Fund

NAV$24.22

Virtus NFJ Emerging Markets Value Fund Class A

AUM$6M

TER1.14%

Holdings99

See how much of AZMAX 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 AZMAX 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 AZMAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AZMAX Mutual Fund Overlap Analysis

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

AZMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 99 holdings, AZMAX may share significant positions with broad-market funds.

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