ANEFX Mutual Fund

NAV$86.37

AUM$49M

TER0.72%

Holdings205

ANEFX Mutual Fund

NAV$86.37

American Funds The New Economy Fund Class A

AUM$49M

TER0.72%

Holdings205

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Holdings Overlap Analysis

Compare ANEFX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings ANEFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ANEFX Mutual Fund Overlap Analysis

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

ANEFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 205 holdings, ANEFX may share significant positions with broad-market funds.

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