ADOAX Mutual Fund Analysis & Holdings | MarketXLS

ADOAX Mutual Fund

NAV$17.35

AUM$2M

TER2.13%

Holdings41

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ADOAX Mutual Fund

NAV$17.35

AXS Dynamic Opportunity Fund Class A

AUM$2M

TER2.13%

Holdings41

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 ADOAX 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 ADOAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ADOAX Mutual Fund Overlap Analysis

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

ADOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, ADOAX may share significant positions with broad-market funds.

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