ABMVX Mutual Fund
NAV$13.66
AUM$3M
TER0.67%
Holdings59
ABMVX Mutual Fund
NAV$13.66
AB Mid Cap Value Portfolio Class Z
AUM$3M
TER0.67%
Holdings59

✓All holdings
✓Overlap Analysis
✓Mutual Fund Screener
✓Compare Mutual Funds
ABMVX Mutual Fund Overlap Analysis
ABMVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ABMVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, ABMVX may share significant positions with broad-market funds.
ABMVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ABMVX tax-loss harvesting finds highly correlated but non-identical funds.