AWAYX Mutual Fund

NAV$26.15

AUM$1.1B

TER0.75%

Holdings77

AWAYX Mutual Fund

NAV$26.15

AB Wealth Appreciation Strategy Advisor Class

AUM$1.1B

TER0.75%

Holdings77

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Holdings Overlap Analysis

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

AWAYX Mutual Fund Overlap Analysis

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

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

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