AADQX Mutual Fund

NAV$13.44

AUM$217,038.79

TER1.09%

Holdings20

See how much of AADQX you already own

Just $25 once·$99/mo·Download sample

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AADQX Mutual Fund

NAV$13.44

American Century One Choice Blend+ 2050 Portfolio R Class

AUM$217,038.79

TER1.09%

Holdings20

See how much of AADQX 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 AADQX 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 AADQX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AADQX Mutual Fund Overlap Analysis

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

AADQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, AADQX may share significant positions with broad-market funds.

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