APWIX Mutual Fund

NAV$13.41

AUM$10,880.09

TER0.76%

Holdings72

APWIX Mutual Fund

NAV$13.41

AB Sustainable Thematic Balanced Portfolio Class I

AUM$10,880.09

TER0.76%

Holdings72

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Holdings Overlap Analysis

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

APWIX Mutual Fund Overlap Analysis

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

APWIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 72 holdings, APWIX may share significant positions with broad-market funds.

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