AEEIX Mutual Fund

NAV$14.67

AUM$278,793.93

TER1.60%

Holdings88

AEEIX Mutual Fund

NAV$14.67

AB Global Real Estate Investment Fund

AUM$278,793.93

TER1.60%

Holdings88

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Holdings Overlap Analysis

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

AEEIX Mutual Fund Overlap Analysis

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

AEEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, AEEIX may share significant positions with broad-market funds.

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