AAEWX Mutual Fund

NAV$11.80

AUM$4,946.96

TER0.39%

Holdings21

AAEWX Mutual Fund

NAV$11.80

One Choice Blend Plus 2030 Portfolio I Class

AUM$4,946.96

TER0.39%

Holdings21

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Holdings Overlap Analysis

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

AAEWX Mutual Fund Overlap Analysis

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

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

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