AFMBX Mutual Fund

NAV$40.41

AUM$49M

TER0.25%

Holdings3,945

AFMBX Mutual Fund

NAV$40.41

American Balanced Fund Class F3

AUM$49M

TER0.25%

Holdings3,945

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare AFMBX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings AFMBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AFMBX Mutual Fund Overlap Analysis

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

AFMBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3945 holdings, AFMBX may share significant positions with broad-market funds.

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