AISTX Mutual Fund

NAV$9.31

TER0.51%

Holdings138

AISTX Mutual Fund

NAV$9.31

Cavanal Hill Limited Duration Fund Institutional Class

TER0.51%

Holdings138

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Holdings Overlap Analysis

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

AISTX Mutual Fund Overlap Analysis

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

AISTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 138 holdings, AISTX may share significant positions with broad-market funds.

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