VAFRX Mutual Fund
VAFRX Mutual Fund
NAV$28.30
TER1.18%
Holdings44
See how much of VAFRX you already own
VAFRX Mutual Fund
NAV$28.30
Invesco American Franchise Fund Class R
TER1.18%
Holdings44
See how much of VAFRX you already own
VAFRX Mutual Fund Overlap Analysis
VAFRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VAFRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, VAFRX may share significant positions with broad-market funds.
VAFRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VAFRX tax-loss harvesting finds highly correlated but non-identical funds.