ALAAX Mutual Fund
ALAAX Mutual Fund
NAV$11.63
AUM$379M
TER0.82%
Holdings19
See how much of ALAAX you already own
ALAAX Mutual Fund
NAV$11.63
Invesco Income Allocation Fund Class A
AUM$379M
TER0.82%
Holdings19
See how much of ALAAX you already own
ALAAX Mutual Fund Overlap Analysis
ALAAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ALAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 19 holdings, ALAAX may share significant positions with broad-market funds.
ALAAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ALAAX tax-loss harvesting finds highly correlated but non-identical funds.