AEDCX Mutual Fund
NAV$35.57
TER1.86%
Holdings54
AEDCX Mutual Fund
NAV$35.57
Invesco International Value Fund Class C
TER1.86%
Holdings54
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AEDCX Mutual Fund Overlap Analysis
AEDCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AEDCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 54 holdings, AEDCX may share significant positions with broad-market funds.
AEDCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AEDCX tax-loss harvesting finds highly correlated but non-identical funds.