AFDRX Mutual Fund

NAV$50.20

AUM$16M

TER1.29%

Holdings115

See how much of AFDRX you already own

Just $25 once·$99/mo·Download sample

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AFDRX Mutual Fund

NAV$50.20

American Century Large Cap Equity Fund R Class

AUM$16M

TER1.29%

Holdings115

See how much of AFDRX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

AFDRX Mutual Fund Overlap Analysis

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

AFDRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 115 holdings, AFDRX may share significant positions with broad-market funds.

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