AADHX Mutual Fund

NAV$13.25

AUM$3M

TER0.59%

Holdings22

AADHX Mutual Fund

NAV$13.25

One Choice Blend Plus 2045 Portfolio Investor Class

AUM$3M

TER0.59%

Holdings22

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Holdings Overlap Analysis

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

AADHX Mutual Fund Overlap Analysis

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

AADHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, AADHX may share significant positions with broad-market funds.

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