AVPAX Mutual Fund
NAV$27.49
AUM$196M
TER1.16%
Holdings440
AVPAX Mutual Fund
NAV$27.49
American Beacon Small Cap Value Fund Investor Class
AUM$196M
TER1.16%
Holdings440
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AVPAX Mutual Fund Overlap Analysis
AVPAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AVPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 440 holdings, AVPAX may share significant positions with broad-market funds.
AVPAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AVPAX tax-loss harvesting finds highly correlated but non-identical funds.