AEYRX Mutual Fund Analysis & Holdings | MarketXLS

AEYRX Mutual Fund

NAV$40.36

AUM$19M

TER1.15%

Holdings179

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AEYRX Mutual Fund

NAV$40.36

American Century Disciplined Core Equity Fund R Class

AUM$19M

TER1.15%

Holdings179

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

AEYRX Mutual Fund Overlap Analysis

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

AEYRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 179 holdings, AEYRX may share significant positions with broad-market funds.

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