AFALX Mutual Fund

NAV$13.73

AUM$9M

TER1.20%

Holdings39

AFALX Mutual Fund

NAV$13.73

Applied Finance Dividend Fund Investor Class

AUM$9M

TER1.20%

Holdings39

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Holdings Overlap Analysis

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

AFALX Mutual Fund Overlap Analysis

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

AFALX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, AFALX may share significant positions with broad-market funds.

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