AADZX Mutual Fund

NAV$14.20

AUM$5,031.61

TER0.84%

Holdings20

AADZX Mutual Fund

NAV$14.20

One Choice Blend Plus 2055 Portfolio A Class

AUM$5,031.61

TER0.84%

Holdings20

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Holdings Overlap Analysis

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

AADZX Mutual Fund Overlap Analysis

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

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

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