AIDZX Mutual Fund

NAV$13.40

AUM$587M

TER0.40%

Holdings1,162

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AIDZX Mutual Fund

NAV$13.40

AB Intermediate Diversified Municipal Portfolio Class Z

AUM$587M

TER0.40%

Holdings1,162

See how much of AIDZX 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 AIDZX 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 AIDZX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AIDZX Mutual Fund Overlap Analysis

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

AIDZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1162 holdings, AIDZX may share significant positions with broad-market funds.

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