Situation that results from owning a variety of exchange traded funds (ETFs) or mutual funds that have positions is some of the same securities. This actually will reduce the diversification in an investor's portfolio, although a small amount of overlap is not unusual.
Related information about fund overlap:
- How to Avoid Portfolio Overlap - Fund Observer (usnews.com)
May 19, 2010 ... For many investors, diversification is a brute-force activity: By the sheer size of their portfolios, they look to insulate themselves from risk.
- Fund Overlap Definition | Investopedia
... funds or exchange-traded funds (ETFs) that hold positions in some of the same securities. Fund overlap reduces the benefits of diversification for the investor.
- Avoid Fund Overlap to Achieve True Diversification in Your Portfolio
Identify and Eliminate Overlap for Real Diversification So, you've got a nice portfolio with a handful of index funds that include a good mix of growth, value,
- Overlap Definition - How to Detect and Avoid Fund Overlap
Smart investors will be aware of overlap in their mutual fund portfolio. Learning how to detect and avoid fund overlap can insure an effective level of portfolio ...
- Fund Overlap - Financial Dictionary - The Free Dictionary
A situation in which two or more investment vehicles in a portfolio hold largely the same securities. For example, one may hold an index fund tracking the S&P ...
- Staying Diversified - T. Rowe Price
Detecting and correcting mutual fund overlap can help reduce volatility in your portfolio and potentially increase returns.
- Do Your Investments Suffer From Mutual Fund Overlap?
How many mutual funds do you invest in? Do you have several spread out between Roth IRAs, or do you invest in several mutual funds through your company's ...
- Managers' overlap investments too much Investors get duplication ...
Oct 4, 1998 ... The Fidelity Growth Company Fund and the Fidelity Equity Income Fund overlap to the extent of 21 percent of their holdings. That means ...