ARHEX Mutual Fund

NAV$15.19

AUM$89,084.86

TER1.89%

Holdings20

ARHEX Mutual Fund

NAV$15.19

American Century One Choice 2065 Portfolio Class C

AUM$89,084.86

TER1.89%

Holdings20

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

ARHEX Mutual Fund Overlap Analysis

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

ARHEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, ARHEX may share significant positions with broad-market funds.

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