AAUSX Mutual Fund
AAUSX Mutual Fund
NAV$9.99
TER0.60%
Holdings25
See how much of AAUSX you already own
AAUSX Mutual Fund
NAV$9.99
Ultra Short Tax-Free Income Fund Class A Shares
TER0.60%
Holdings25
See how much of AAUSX you already own
AAUSX Mutual Fund Overlap Analysis
AAUSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AAUSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, AAUSX may share significant positions with broad-market funds.
AAUSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AAUSX tax-loss harvesting finds highly correlated but non-identical funds.