AEDNX Mutual Fund

NAV$13.33

TER1.46%

Holdings149

AEDNX Mutual Fund

NAV$13.33

Water Island Event Driven Fund Class I

TER1.46%

Holdings149

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$149$60/mo

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Holdings Overlap Analysis

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

AEDNX Mutual Fund Overlap Analysis

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

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

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