ARATX Mutual Fund
NAV$11.00
TER0.39%
Holdings21
ARATX Mutual Fund
NAV$11.00
American Century One Choice Blend+ 2070 Portfolio Class I
TER0.39%
Holdings21
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ARATX Mutual Fund Overlap Analysis
ARATX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ARATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, ARATX may share significant positions with broad-market funds.
ARATX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ARATX tax-loss harvesting finds highly correlated but non-identical funds.