ABWCX Mutual Fund

NAV$16.28

AUM$2M

TER1.90%

Holdings1,452

ABWCX Mutual Fund

NAV$16.28

AB All Market Total Return Portfolio Class C

AUM$2M

TER1.90%

Holdings1,452

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Holdings Overlap Analysis

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

ABWCX Mutual Fund Overlap Analysis

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

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

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