AFPHX Mutual Fund

NAV$9.68

TER0.39%

Holdings263

AFPHX Mutual Fund

NAV$9.68

American Funds Core Plus Bond Fund Class 529-F-3

TER0.39%

Holdings263

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Holdings Overlap Analysis

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

AFPHX Mutual Fund Overlap Analysis

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

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

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