AREDX Mutual Fund
NAV$29.54
AUM$275M
TER0.81%
Holdings39
AREDX Mutual Fund
NAV$29.54
American Century Real Estate Fund R6 Cl
AUM$275M
TER0.81%
Holdings39
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AREDX Mutual Fund Overlap Analysis
AREDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AREDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, AREDX may share significant positions with broad-market funds.
AREDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AREDX tax-loss harvesting finds highly correlated but non-identical funds.