AMANX Mutual Fund
NAV$78.94
AUM$949M
TER1.01%
Holdings67
AMANX Mutual Fund
NAV$78.94
Amana Income Fund Investor Class
AUM$949M
TER1.01%
Holdings67

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AMANX Mutual Fund Overlap Analysis
AMANX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AMANX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 67 holdings, AMANX may share significant positions with broad-market funds.
AMANX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AMANX tax-loss harvesting finds highly correlated but non-identical funds.