ADDVX Mutual Fund

NAV$9.01

AUM$146M

TER0.35%

Holdings525

ADDVX Mutual Fund

NAV$9.01

American Century Diversified Bond Fund Class R6

AUM$146M

TER0.35%

Holdings525

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Holdings Overlap Analysis

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

ADDVX Mutual Fund Overlap Analysis

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

ADDVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 525 holdings, ADDVX may share significant positions with broad-market funds.

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