AAEHX Mutual Fund

NAV$13.86

AUM$5,808.47

TER0.84%

Holdings21

AAEHX Mutual Fund

NAV$13.86

One Choice Blend+ 2060 Portfolio A Class

AUM$5,808.47

TER0.84%

Holdings21

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

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

AAEHX Mutual Fund Overlap Analysis

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

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

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