ANVIX Mutual Fund
NAV$30.98
AUM$42M
TER0.75%
Holdings66
ANVIX Mutual Fund
NAV$30.98
Virtus NFJ Large Cap Value Fund Institutional Class
AUM$42M
TER0.75%
Holdings66

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ANVIX Mutual Fund Overlap Analysis
ANVIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ANVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, ANVIX may share significant positions with broad-market funds.
ANVIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ANVIX tax-loss harvesting finds highly correlated but non-identical funds.