ALDAX Mutual Fund

NAV$9.68

AUM$118M

TER0.68%

Holdings99

See how much of ALDAX you already own

Just $25 once·$99/mo·Download sample

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ALDAX Mutual Fund

NAV$9.68

Columbia Select Short Corporate Income Fund Class A

AUM$118M

TER0.68%

Holdings99

See how much of ALDAX 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 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 99 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.