ABDAX Mutual Fund
NAV$9.99
AUM$123M
TER0.94%
Holdings40
ABDAX Mutual Fund
NAV$9.99
Columbia Capital Allocation Conservative Portfolio Class A
AUM$123M
TER0.94%
Holdings40
See inside every mutual fund you own
$29/moCancel anytime.
ABDAX Mutual Fund Overlap Analysis
ABDAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ABDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, ABDAX may share significant positions with broad-market funds.
ABDAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ABDAX tax-loss harvesting finds highly correlated but non-identical funds.