AAAZX Mutual Fund Analysis & Holdings | MarketXLS

AAAZX Mutual Fund

NAV$13.18

AUM$4.3B

TER0.90%

Holdings197

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AAAZX Mutual Fund

NAV$13.18

DWS RREEF Real Assets Fund Class Institutional

AUM$4.3B

TER0.90%

Holdings197

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

AAAZX Mutual Fund Overlap Analysis

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

AAAZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 197 holdings, AAAZX may share significant positions with broad-market funds.

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