NAARX Mutual Fund

NAV$13.20

AUM$436M

TER0.59%

Holdings11

NAARX Mutual Fund

NAV$13.20

American Funds Retirement Income Portfolio Conservative Class A

AUM$436M

TER0.59%

Holdings11

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Holdings Overlap Analysis

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

NAARX Mutual Fund Overlap Analysis

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

NAARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, NAARX may share significant positions with broad-market funds.

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