ARDEX Mutual Fund

NAV$5.70

TER0.97%

Holdings63

See how much of ARDEX you already own

Just $25 once·$69/mo·Download sample

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ARDEX Mutual Fund

NAV$5.70

AMG River Road Dividend All Cap Value Fund Class N

TER0.97%

Holdings63

See how much of ARDEX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

ARDEX Mutual Fund Overlap Analysis

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

ARDEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, ARDEX may share significant positions with broad-market funds.

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