ARDUX Mutual Fund Analysis & Holdings | MarketXLS

ARDUX Mutual Fund

NAV$12.01

AUM$446M

TER0.50%

Holdings23

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ARDUX Mutual Fund

NAV$12.01

American Century One Choice 2040 Portfolio Class R6

AUM$446M

TER0.50%

Holdings23

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

ARDUX Mutual Fund Overlap Analysis

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

ARDUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, ARDUX may share significant positions with broad-market funds.

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