AABCX Mutual Fund

NAV$17.03

TER1.65%

Holdings2,286

AABCX Mutual Fund

NAV$17.03

Franklin Dynamic Asset Allocation Balanced Fund Class C

TER1.65%

Holdings2,286

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Holdings Overlap Analysis

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

AABCX Mutual Fund Overlap Analysis

AABCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

AABCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2286 holdings, AABCX may share significant positions with broad-market funds.

AABCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AABCX tax-loss harvesting finds highly correlated but non-identical funds.