ARDVX Mutual Fund

NAV$14.33

AUM$284M

TER0.85%

Holdings23

ARDVX Mutual Fund

NAV$14.33

American Century One Choice 2040 Portfolio Investor Class

AUM$284M

TER0.85%

Holdings23

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Holdings Overlap Analysis

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

ARDVX Mutual Fund Overlap Analysis

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

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

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