ASMRX Mutual Fund

NAV$7.14

AUM$26M

TER1.33%

Holdings1,149

ASMRX Mutual Fund

NAV$7.14

American Century Strategic Allocation Moderate Fund R Class

AUM$26M

TER1.33%

Holdings1,149

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Holdings Overlap Analysis

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

ASMRX Mutual Fund Overlap Analysis

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

ASMRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1149 holdings, ASMRX may share significant positions with broad-market funds.

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