ASDCX Mutual Fund

NAV$10.02

AUM$947,226.21

TER1.60%

Holdings299

ASDCX Mutual Fund

NAV$10.02

AAM/HIMCO Short Duration Fund Class C

AUM$947,226.21

TER1.60%

Holdings299

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Holdings Overlap Analysis

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

ASDCX Mutual Fund Overlap Analysis

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

ASDCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 299 holdings, ASDCX may share significant positions with broad-market funds.

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