AABKX Mutual Fund

NAV$11.12

AUM$4,998.25

TER0.39%

Holdings21

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Just $25 once·$99/mo·Download sample

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AABKX Mutual Fund

NAV$11.12

One Choice Blend Plus 2025 Portfolio I Class

AUM$4,998.25

TER0.39%

Holdings21

See how much of AABKX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

AABKX Mutual Fund Overlap Analysis

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

AABKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, AABKX may share significant positions with broad-market funds.

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