AOUNX Mutual Fund

NAV$9.84

AUM$1M

TER0.60%

Holdings458

AOUNX Mutual Fund

NAV$9.84

Angel Oak UltraShort Income Fund Class A1

AUM$1M

TER0.60%

Holdings458

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Holdings Overlap Analysis

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

AOUNX Mutual Fund Overlap Analysis

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

AOUNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 458 holdings, AOUNX may share significant positions with broad-market funds.

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