AAMCX Mutual Fund Analysis & Holdings | MarketXLS

AAMCX Mutual Fund

NAV$12.78

AUM$76M

TER2.66%

Holdings27

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AAMCX Mutual Fund

NAV$12.78

Absolute Capital Asset Allocator Fund Class INV

AUM$76M

TER2.66%

Holdings27

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

AAMCX Mutual Fund Overlap Analysis

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

AAMCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, AAMCX may share significant positions with broad-market funds.

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