AMAJX Mutual Fund Analysis & Holdings | MarketXLS

AMAJX Mutual Fund

NAV$12.40

AUM$140,697.95

TER1.59%

Holdings93

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AMAJX Mutual Fund

NAV$12.40

American Century Small Cap Dividend Fund Class R

AUM$140,697.95

TER1.59%

Holdings93

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

AMAJX Mutual Fund Overlap Analysis

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

AMAJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 93 holdings, AMAJX may share significant positions with broad-market funds.

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