AABEX Mutual Fund

NAV$11.11

AUM$9,767.33

TER0.84%

Holdings19

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AABEX Mutual Fund

NAV$11.11

American Century One Choice Blend+ In Retirement Portfolio Class A

AUM$9,767.33

TER0.84%

Holdings19

See inside every fund you own

$99/yr 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 AABEX 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 AABEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AABEX Mutual Fund Overlap Analysis

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

AABEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 19 holdings, AABEX may share significant positions with broad-market funds.

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