AOTAX Mutual Fund

NAV$38.02

AUM$27M

TER1.29%

Holdings69

AOTAX Mutual Fund

NAV$38.02

Virtus Emerging Markets Opportunities Fund Class A

AUM$27M

TER1.29%

Holdings69

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Holdings Overlap Analysis

Compare AOTAX 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 AOTAX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

AOTAX Mutual Fund Overlap Analysis

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

AOTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 69 holdings, AOTAX may share significant positions with broad-market funds.

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