AABZX Mutual Fund Analysis & Holdings | MarketXLS

AABZX Mutual Fund

NAV$11.82

AUM$6,175.24

TER0.84%

Holdings21

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AABZX Mutual Fund

NAV$11.82

One Choice Blend Plus 2030 Portfolio A Class

AUM$6,175.24

TER0.84%

Holdings21

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

AABZX Mutual Fund Overlap Analysis

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

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

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