AMBFX Mutual Fund

NAV$40.38

AUM$49M

TER0.35%

Holdings3,945

AMBFX Mutual Fund

NAV$40.38

American Balanced Fund Class F2

AUM$49M

TER0.35%

Holdings3,945

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

AMBFX Mutual Fund Overlap Analysis

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

AMBFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3945 holdings, AMBFX may share significant positions with broad-market funds.

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