AAEGX Mutual Fund

NAV$13.89

AUM$11,856.54

TER0.39%

Holdings21

AAEGX Mutual Fund

NAV$13.89

One Choice Blend+ 2060 Portfolio I Class

AUM$11,856.54

TER0.39%

Holdings21

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

Compare AAEGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings AAEGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AAEGX Mutual Fund Overlap Analysis

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

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

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