AAANX Mutual Fund
AAANX Mutual Fund
NAV$16.02
AUM$679M
TER1.31%
Holdings87
See how much of AAANX you already own
AAANX Mutual Fund
NAV$16.02
Horizon Active Asset Allocation Fund Investor Class
AUM$679M
TER1.31%
Holdings87
See how much of AAANX you already own
AAANX Mutual Fund Overlap Analysis
AAANX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AAANX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 87 holdings, AAANX may share significant positions with broad-market funds.
AAANX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AAANX tax-loss harvesting finds highly correlated but non-identical funds.