AHIEX Mutual Fund

NAV$8.58

AUM$181,258.2

TER0.58%

Holdings1,323

AHIEX Mutual Fund

NAV$8.58

High Income Fund Class R5

AUM$181,258.2

TER0.58%

Holdings1,323

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Holdings Overlap Analysis

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

AHIEX Mutual Fund Overlap Analysis

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

AHIEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1323 holdings, AHIEX may share significant positions with broad-market funds.

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