ARAAX Mutual Fund Analysis & Holdings | MarketXLS

ARAAX Mutual Fund

NAV$28.41

AUM$3M

TER1.40%

Holdings110

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ARAAX Mutual Fund

NAV$28.41

Horizon Active Risk Assist Fund Advisor Class

AUM$3M

TER1.40%

Holdings110

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

ARAAX Mutual Fund Overlap Analysis

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

ARAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 110 holdings, ARAAX may share significant positions with broad-market funds.

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