AAMAX Mutual Fund

NAV$13.78

AUM$3M

TER1.82%

Holdings27

AAMAX Mutual Fund

NAV$13.78

Absolute Capital Asset Allocator Fund Class A

AUM$3M

TER1.82%

Holdings27

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Holdings Overlap Analysis

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

AAMAX Mutual Fund Overlap Analysis

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

AAMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, AAMAX may share significant positions with broad-market funds.

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