AADTX Mutual Fund

NAV$17.06

TER0.63%

Holdings21

AADTX Mutual Fund

NAV$17.06

American Funds 2025 Target Date Retirement Income Fund Class A

TER0.63%

Holdings21

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Holdings Overlap Analysis

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

AADTX Mutual Fund Overlap Analysis

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

AADTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, AADTX may share significant positions with broad-market funds.

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