APUSX Mutual Fund

NAV$9.97

TER0.60%

Holdings25

APUSX Mutual Fund

NAV$9.97

Ultra Short Tax-Free Income Fund Investor Share Class

TER0.60%

Holdings25

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Holdings Overlap Analysis

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

APUSX Mutual Fund Overlap Analysis

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

APUSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, APUSX may share significant positions with broad-market funds.

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