AADVX Mutual Fund

NAV$14.28

AUM$1M

TER0.59%

Holdings20

AADVX Mutual Fund

NAV$14.28

One Choice Blend Plus 2055 Portfolio Investor Class

AUM$1M

TER0.59%

Holdings20

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Holdings Overlap Analysis

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

AADVX Mutual Fund Overlap Analysis

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

AADVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, AADVX may share significant positions with broad-market funds.

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