AASTX Mutual Fund
AASTX Mutual Fund
NAV$9.30
TER0.76%
Holdings128
See how much of AASTX you already own
AASTX Mutual Fund
NAV$9.30
Cavanal Hill Limited Duration Fund Class A shares
TER0.76%
Holdings128
See how much of AASTX you already own
AASTX Mutual Fund Overlap Analysis
AASTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AASTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 128 holdings, AASTX may share significant positions with broad-market funds.
AASTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AASTX tax-loss harvesting finds highly correlated but non-identical funds.