AAZAX Mutual Fund Analysis & Holdings | MarketXLS

AAZAX Mutual Fund

NAV$9.86

AUM$23M

TER0.78%

Holdings77

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

AAZAX Mutual Fund

NAV$9.86

AB Arizona Portfolio Class A

AUM$23M

TER0.78%

Holdings77

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 AAZAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings AAZAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AAZAX Mutual Fund Overlap Analysis

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

AAZAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 77 holdings, AAZAX may share significant positions with broad-market funds.

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