AFFIX Mutual Fund

NAV$7.80

AUM$96M

TER1.66%

Holdings320

AFFIX Mutual Fund

NAV$7.80

Yorktown Multi-Sector Bond Fund Class L

AUM$96M

TER1.66%

Holdings320

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Holdings Overlap Analysis

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

AFFIX Mutual Fund Overlap Analysis

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

AFFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 320 holdings, AFFIX may share significant positions with broad-market funds.

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