ARDRX Mutual Fund

NAV$14.32

AUM$316M

TER1.35%

Holdings23

ARDRX Mutual Fund

NAV$14.32

American Century One Choice 2040 Portfolio Class R

AUM$316M

TER1.35%

Holdings23

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare ARDRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings ARDRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ARDRX Mutual Fund Overlap Analysis

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

ARDRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, ARDRX may share significant positions with broad-market funds.

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