VAFNX Mutual Fund
VAFNX Mutual Fund
NAV$32.15
AUM$86M
TER0.68%
Holdings44
See how much of VAFNX you already own
VAFNX Mutual Fund
NAV$32.15
Invesco American Franchise Fund Class R5
AUM$86M
TER0.68%
Holdings44
See how much of VAFNX you already own
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 44 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.