AMEIX Mutual Fund
AMEIX Mutual Fund
NAV$40.21
AUM$306M
TER0.45%
Holdings179
See how much of AMEIX you already own
AMEIX Mutual Fund
NAV$40.21
American Century Disciplined Core Equity Fund I Class
AUM$306M
TER0.45%
Holdings179
See how much of AMEIX you already own
AMEIX Mutual Fund Overlap Analysis
AMEIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AMEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 179 holdings, AMEIX may share significant positions with broad-market funds.
AMEIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AMEIX tax-loss harvesting finds highly correlated but non-identical funds.