AADSX Mutual Fund Analysis & Holdings | MarketXLS

AADSX Mutual Fund

NAV$18.88

AUM$22M

TER0.80%

Holdings24

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AADSX Mutual Fund

NAV$18.88

Invesco Select Risk Growth Investor Fund Class S

AUM$22M

TER0.80%

Holdings24

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

AADSX Mutual Fund Overlap Analysis

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

AADSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, AADSX may share significant positions with broad-market funds.

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