AAEUX Mutual Fund

NAV$14.54

AUM$283,778.27

TER1.09%

Holdings20

AAEUX Mutual Fund

NAV$14.54

One Choice Blend+ 2065 Portfolio R Class

AUM$283,778.27

TER1.09%

Holdings20

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Holdings Overlap Analysis

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

AAEUX Mutual Fund Overlap Analysis

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

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

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