AEDFX Mutual Fund

NAV$13.13

TER1.71%

Holdings149

AEDFX Mutual Fund

NAV$13.13

Water Island Event Driven Fund Class R

TER1.71%

Holdings149

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$149$60/mo

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Holdings Overlap Analysis

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

AEDFX Mutual Fund Overlap Analysis

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

AEDFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 149 holdings, AEDFX may share significant positions with broad-market funds.

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