APHGX Mutual Fund

NAV$31.45

TER1.02%

Holdings46

APHGX Mutual Fund

NAV$31.45

Artisan Global Value Fund Institutional Class

TER1.02%

Holdings46

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Holdings Overlap Analysis

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

APHGX Mutual Fund Overlap Analysis

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

APHGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 46 holdings, APHGX may share significant positions with broad-market funds.

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