APIBX Mutual Fund

NAV$4.16

AUM$104M

TER0.79%

Holdings179

APIBX Mutual Fund

NAV$4.16

Yorktown Short Term Bond Fund Institutional Share Class

AUM$104M

TER0.79%

Holdings179

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Holdings Overlap Analysis

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

APIBX Mutual Fund Overlap Analysis

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

APIBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 179 holdings, APIBX may share significant positions with broad-market funds.

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