FUNFX Mutual Fund

NAV$104.80

AUM$49M

TER0.28%

Holdings218

FUNFX Mutual Fund

NAV$104.80

American Funds Fundamental Investors Class F-3

AUM$49M

TER0.28%

Holdings218

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

Compare FUNFX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FUNFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FUNFX Mutual Fund Overlap Analysis

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

FUNFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 218 holdings, FUNFX may share significant positions with broad-market funds.

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