AORSX Mutual Fund Analysis & Holdings | MarketXLS

AORSX Mutual Fund

NAV$14.34

AUM$2M

TER1.30%

Holdings20

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AORSX Mutual Fund

NAV$14.34

American Century One Choice Portfolio: Conservative Class R

AUM$2M

TER1.30%

Holdings20

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

AORSX Mutual Fund Overlap Analysis

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

AORSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, AORSX may share significant positions with broad-market funds.

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