AOTAX Mutual Fund Holdings Overlap Calculator | MarketXLS

AOTAX Mutual Fund

NAV$45.86

AUM$30M

TER1.29%

Holdings71

See what you own twice

Check AOTAX against your other funds. Free for up to 5.

Check my overlap

AOTAX Mutual Fund

NAV$45.86

Virtus Emerging Markets Opportunities Fund Class A

AUM$30M

TER1.29%

Holdings71

See what you own twice

Check AOTAX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

AOTAX Mutual Fund Overlap Analysis

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

AOTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 71 holdings, AOTAX may share significant positions with broad-market funds.

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