ADVRX Mutual Fund

NAV$8.98

AUM$5M

TER1.10%

Holdings525

ADVRX Mutual Fund

NAV$8.98

American Century Diversified Bond Fund R Class

AUM$5M

TER1.10%

Holdings525

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Holdings Overlap Analysis

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

ADVRX Mutual Fund Overlap Analysis

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

ADVRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 525 holdings, ADVRX may share significant positions with broad-market funds.

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