APIMX Mutual Fund

NAV$3.86

AUM$6M

TER0.79%

Holdings179

APIMX Mutual Fund

NAV$3.86

Yorktown Short Term Bond Fund Class A

AUM$6M

TER0.79%

Holdings179

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Holdings Overlap Analysis

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

APIMX Mutual Fund Overlap Analysis

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

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

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