AIDAX Mutual Fund Analysis & Holdings | MarketXLS

AIDAX Mutual Fund

NAV$13.91

AUM$165M

TER0.67%

Holdings1,126

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AIDAX Mutual Fund

NAV$13.91

AB Intermediate Diversified Municipal Portfolio Class A

AUM$165M

TER0.67%

Holdings1,126

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

AIDAX Mutual Fund Overlap Analysis

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

AIDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1126 holdings, AIDAX may share significant positions with broad-market funds.

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