AAEEX Mutual Fund

NAV$14.27

AUM$12M

TER0.24%

Holdings20

AAEEX Mutual Fund

NAV$14.27

One Choice Blend Plus 2055 Portfolio R6 Class

AUM$12M

TER0.24%

Holdings20

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Holdings Overlap Analysis

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

AAEEX Mutual Fund Overlap Analysis

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

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

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