AADJX Mutual Fund

NAV$13.26

AUM$14,502.81

TER0.39%

Holdings22

AADJX Mutual Fund

NAV$13.26

One Choice Blend Plus 2045 Portfolio I Class

AUM$14,502.81

TER0.39%

Holdings22

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Holdings Overlap Analysis

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

AADJX Mutual Fund Overlap Analysis

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

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

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