AADLX Mutual Fund Analysis & Holdings | MarketXLS

AADLX Mutual Fund

NAV$13.20

AUM$261,872.86

TER1.09%

Holdings22

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AADLX Mutual Fund

NAV$13.20

One Choice Blend Plus 2045 Portfolio R Class

AUM$261,872.86

TER1.09%

Holdings22

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

AADLX Mutual Fund Overlap Analysis

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

AADLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, AADLX may share significant positions with broad-market funds.

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