ARFDX Mutual Fund
NAV$15.98
AUM$1M
TER1.88%
Holdings21
ARFDX Mutual Fund
NAV$15.98
American Century One Choice 2050 Portfolio - C Class
AUM$1M
TER1.88%
Holdings21
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ARFDX Mutual Fund Overlap Analysis
ARFDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ARFDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, ARFDX may share significant positions with broad-market funds.
ARFDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ARFDX tax-loss harvesting finds highly correlated but non-identical funds.