AXVNX Mutual Fund

NAV$22.53

AUM$7,520.41

TER0.73%

Holdings498

AXVNX Mutual Fund

NAV$22.53

Acclivity Small Cap Value Fund Class N

AUM$7,520.41

TER0.73%

Holdings498

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Holdings Overlap Analysis

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

AXVNX Mutual Fund Overlap Analysis

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

AXVNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 498 holdings, AXVNX may share significant positions with broad-market funds.

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