ABDAX Mutual Fund
ABDAX Mutual Fund
NAV$9.98
AUM$125M
TER0.95%
Holdings40
See how much of ABDAX you already own
ABDAX Mutual Fund
NAV$9.98
Columbia Capital Allocation Conservative Portfolio Class A
AUM$125M
TER0.95%
Holdings40
See how much of ABDAX you already own
ABDAX Mutual Fund Overlap Analysis
ABDAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ABDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, ABDAX may share significant positions with broad-market funds.
ABDAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ABDAX tax-loss harvesting finds highly correlated but non-identical funds.