AWIIX Mutual Fund

NAV$15.31

TER0.69%

Holdings97

AWIIX Mutual Fund

NAV$15.31

CIBC Atlas Income Opportunities Fund Institutional Class

TER0.69%

Holdings97

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Holdings Overlap Analysis

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

AWIIX Mutual Fund Overlap Analysis

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

AWIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 97 holdings, AWIIX may share significant positions with broad-market funds.

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