ADAXX Mutual Fund
ADAXX Mutual Fund
NAV$1.00
AUM$302M
TER0.47%
Holdings115
ADAXX Mutual Fund
NAV$1.00
Invesco Government Money Market Fund Class A
AUM$302M
TER0.47%
Holdings115
ADAXX Mutual Fund Overlap Analysis
ADAXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ADAXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 115 holdings, ADAXX may share significant positions with broad-market funds.
ADAXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ADAXX tax-loss harvesting finds highly correlated but non-identical funds.