ARDTX Mutual Fund Analysis & Holdings | MarketXLS

ARDTX Mutual Fund

NAV$9.59

AUM$433M

TER0.41%

Holdings20

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ARDTX Mutual Fund

NAV$9.59

American Century One Choice in Retirement Portfolio Class R6

AUM$433M

TER0.41%

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

ARDTX Mutual Fund Overlap Analysis

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

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

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