AWAAX Mutual Fund

NAV$26.25

AUM$409M

TER1.00%

Holdings77

AWAAX Mutual Fund

NAV$26.25

AB Wealth Appreciation Strategy Class A

AUM$409M

TER1.00%

Holdings77

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Holdings Overlap Analysis

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

AWAAX Mutual Fund Overlap Analysis

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

AWAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 77 holdings, AWAAX may share significant positions with broad-market funds.

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