ADFAX Mutual Fund

NAV$8.99

AUM$71M

TER0.85%

Holdings502

See how much of ADFAX you already own

Just $25 once·$69/mo·Download sample

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ADFAX Mutual Fund

NAV$8.99

American Century Diversified Bond Fund Class A

AUM$71M

TER0.85%

Holdings502

See how much of ADFAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

ADFAX Mutual Fund Overlap Analysis

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

ADFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 502 holdings, ADFAX may share significant positions with broad-market funds.

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