AFPLX Mutual Fund
NAV$9.67
TER1.43%
Holdings263
AFPLX Mutual Fund
NAV$9.67
American Funds Core Plus Bond Fund Class R1
TER1.43%
Holdings263
See inside every mutual fund you own
$29/moCancel anytime.
AFPLX Mutual Fund Overlap Analysis
AFPLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AFPLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 263 holdings, AFPLX may share significant positions with broad-market funds.
AFPLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AFPLX tax-loss harvesting finds highly correlated but non-identical funds.