VAFCX Mutual Fund
VAFCX Mutual Fund
NAV$22.99
AUM$148M
TER1.68%
Holdings44
See how much of VAFCX you already own
VAFCX Mutual Fund
NAV$22.99
Invesco American Franchise Fund Class C
AUM$148M
TER1.68%
Holdings44
See how much of VAFCX you already own
VAFCX Mutual Fund Overlap Analysis
VAFCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VAFCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, VAFCX may share significant positions with broad-market funds.
VAFCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VAFCX tax-loss harvesting finds highly correlated but non-identical funds.