AMADX Mutual Fund

NAV$45.29

AUM$167M

TER0.90%

Holdings194

AMADX Mutual Fund

NAV$45.29

American Century Disciplined Value Fund A Class

AUM$167M

TER0.90%

Holdings194

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Holdings Overlap Analysis

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

AMADX Mutual Fund Overlap Analysis

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

AMADX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 194 holdings, AMADX may share significant positions with broad-market funds.

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