AVUVX Mutual Fund

NAV$21.76

AUM$1.2B

TER0.25%

Holdings683

AVUVX Mutual Fund

NAV$21.76

Avantis US Small Cap Value Fund Institutional Class

AUM$1.2B

TER0.25%

Holdings683

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Holdings Overlap Analysis

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

AVUVX Mutual Fund Overlap Analysis

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

AVUVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 683 holdings, AVUVX may share significant positions with broad-market funds.

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