AHIVX Mutual Fund

NAV$8.59

AUM$119M

TER0.78%

Holdings1,323

AHIVX Mutual Fund

NAV$8.59

High Income Fund Class Investor

AUM$119M

TER0.78%

Holdings1,323

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

AHIVX Mutual Fund Overlap Analysis

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

AHIVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1323 holdings, AHIVX may share significant positions with broad-market funds.

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