AFPFX Mutual Fund

NAV$9.87

TER0.77%

Holdings263

AFPFX Mutual Fund

NAV$9.87

American Funds Core Plus Bond Fund Class 529-F-1

TER0.77%

Holdings263

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Holdings Overlap Analysis

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

AFPFX Mutual Fund Overlap Analysis

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

AFPFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 263 holdings, AFPFX may share significant positions with broad-market funds.

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