VAFNX Mutual Fund
VAFNX Mutual Fund
NAV$33.55
AUM$86M
TER0.68%
Holdings51
VAFNX Mutual Fund
NAV$33.55
Invesco American Franchise Fund Class R5
AUM$86M
TER0.68%
Holdings51
VAFNX Mutual Fund Overlap Analysis
VAFNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VAFNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, VAFNX may share significant positions with broad-market funds.
VAFNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VAFNX tax-loss harvesting finds highly correlated but non-identical funds.