AEUDX Mutual Fund

NAV$9.63

AUM$654M

TER0.59%

Holdings136

AEUDX Mutual Fund

NAV$9.63

American Century Equity Income Fund Class R6

AUM$654M

TER0.59%

Holdings136

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare AEUDX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings AEUDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AEUDX Mutual Fund Overlap Analysis

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

AEUDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 136 holdings, AEUDX may share significant positions with broad-market funds.

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