AFIFX Mutual Fund

NAV$102.09

AUM$49M

TER0.65%

Holdings218

AFIFX Mutual Fund

NAV$102.09

American Funds Fundamental Investors Class F-1

AUM$49M

TER0.65%

Holdings218

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Holdings Overlap Analysis

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

AFIFX Mutual Fund Overlap Analysis

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

AFIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 218 holdings, AFIFX may share significant positions with broad-market funds.

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