AEIYX Mutual Fund
NAV$9.64
AUM$714M
TER0.59%
Holdings136
AEIYX Mutual Fund
NAV$9.64
American Century Equity Income Fund Class Y
AUM$714M
TER0.59%
Holdings136
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AEIYX Mutual Fund Overlap Analysis
AEIYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AEIYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 136 holdings, AEIYX may share significant positions with broad-market funds.
AEIYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AEIYX tax-loss harvesting finds highly correlated but non-identical funds.