Glossary Term

Portfolio Overlap

Common securities held across multiple funds you own.

Detailed Definition

High overlap means different fund names may still represent similar underlying exposures.

Can create hidden concentration and weaker diversification.

Two large-cap funds with many identical top holdings have high overlap.

How to Choose Mutual Funds

Use a practical checklist to evaluate fund fit, consistency, cost, and overlap.

Asset Allocation Basics

Learn to split equity, debt, and hybrid exposure according to goal horizon and risk profile.