ABWAX Mutual Fund

NAV$16.57

AUM$368M

TER1.14%

Holdings1,452

ABWAX Mutual Fund

NAV$16.57

AB All Market Total Return Portfolio Class A

AUM$368M

TER1.14%

Holdings1,452

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Holdings Overlap Analysis

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

ABWAX Mutual Fund Overlap Analysis

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

ABWAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1452 holdings, ABWAX may share significant positions with broad-market funds.

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