VAFFX Mutual Fund
VAFFX Mutual Fund
NAV$33.65
AUM$133M
TER0.61%
Holdings44
See how much of VAFFX you already own
VAFFX Mutual Fund
NAV$33.65
Invesco American Franchise Fund Cl R6
AUM$133M
TER0.61%
Holdings44
See how much of VAFFX you already own
VAFFX Mutual Fund Overlap Analysis
VAFFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VAFFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, VAFFX may share significant positions with broad-market funds.
VAFFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VAFFX tax-loss harvesting finds highly correlated but non-identical funds.