AIDYX Mutual Fund

NAV$13.87

AUM$563M

TER0.42%

Holdings1,126

AIDYX Mutual Fund

NAV$13.87

AB Intermediate Diversified Municipal Portfolio Advisor Class

AUM$563M

TER0.42%

Holdings1,126

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Holdings Overlap Analysis

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

AIDYX Mutual Fund Overlap Analysis

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

AIDYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1126 holdings, AIDYX may share significant positions with broad-market funds.

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