ADECX Mutual Fund
ADECX Mutual Fund
NAV$21.38
AUM$10M
TER1.72%
Holdings58
See how much of ADECX you already own
ADECX Mutual Fund
NAV$21.38
Columbia Intrinsic Value Fund Class C
AUM$10M
TER1.72%
Holdings58
See how much of ADECX you already own
ADECX Mutual Fund Overlap Analysis
ADECX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ADECX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, ADECX may share significant positions with broad-market funds.
ADECX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ADECX tax-loss harvesting finds highly correlated but non-identical funds.