VAFFX Mutual Fund Analysis & Holdings | MarketXLS

VAFFX Mutual Fund

NAV$34.27

AUM$133M

TER0.61%

Holdings51

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VAFFX Mutual Fund

NAV$34.27

Invesco American Franchise Fund Cl R6

AUM$133M

TER0.61%

Holdings51

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

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 51 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.