ADOIX Mutual Fund Analysis & Holdings | MarketXLS

ADOIX Mutual Fund

NAV$21.01

AUM$58M

TER2.08%

Holdings41

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ADOIX Mutual Fund

NAV$21.01

AXS Dynamic Opportunity Fund Class I

AUM$58M

TER2.08%

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

ADOIX Mutual Fund Overlap Analysis

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

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

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