AADBX Mutual Fund

NAV$15.83

TER0.88%

Holdings375

AADBX Mutual Fund

NAV$15.83

American Beacon Balanced Fund Class R5

TER0.88%

Holdings375

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Holdings Overlap Analysis

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

AADBX Mutual Fund Overlap Analysis

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

AADBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 375 holdings, AADBX may share significant positions with broad-market funds.

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