AFPOX Mutual Fund
NAV$9.67
TER0.98%
Holdings263
AFPOX Mutual Fund
NAV$9.67
American Funds Core Plus Bond Fund Class R3
TER0.98%
Holdings263
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AFPOX Mutual Fund Overlap Analysis
AFPOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AFPOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 263 holdings, AFPOX may share significant positions with broad-market funds.
AFPOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AFPOX tax-loss harvesting finds highly correlated but non-identical funds.