AAEDX Mutual Fund

NAV$14.18

AUM$202,290.4

TER1.09%

Holdings20

AAEDX Mutual Fund

NAV$14.18

One Choice Blend Plus 2055 Portfolio R Class

AUM$202,290.4

TER1.09%

Holdings20

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Holdings Overlap Analysis

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

AAEDX Mutual Fund Overlap Analysis

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

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

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