ALDAX Mutual Fund Analysis & Holdings | MarketXLS

ALDAX Mutual Fund

NAV$9.85

AUM$119M

TER0.68%

Holdings94

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ALDAX Mutual Fund

NAV$9.85

Columbia Select Short Corporate Income Fund Class A

AUM$119M

TER0.68%

Holdings94

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

ALDAX Mutual Fund Overlap Analysis

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

ALDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 94 holdings, ALDAX may share significant positions with broad-market funds.

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