AAEJX Mutual Fund

NAV$13.90

AUM$8M

TER0.24%

Holdings21

AAEJX Mutual Fund

NAV$13.90

One Choice Blend+ 2060 Portfolio R6 Class

AUM$8M

TER0.24%

Holdings21

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Holdings Overlap Analysis

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

AAEJX Mutual Fund Overlap Analysis

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

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

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