AVEEX Mutual Fund

NAV$16.31

AUM$642M

TER0.33%

Holdings3,178

AVEEX Mutual Fund

NAV$16.31

Avantis Emerging Markets Equity Fund Institutional Class

AUM$642M

TER0.33%

Holdings3,178

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Holdings Overlap Analysis

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

AVEEX Mutual Fund Overlap Analysis

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

AVEEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3178 holdings, AVEEX may share significant positions with broad-market funds.

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