AREFX Mutual Fund Analysis & Holdings | MarketXLS

AREFX Mutual Fund

NAV$18.77

AUM$817,537.86

TER1.89%

Holdings21

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

AREFX Mutual Fund

NAV$18.77

American Century One Choice 2055 Portfolio Class C

AUM$817,537.86

TER1.89%

Holdings21

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 AREFX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings AREFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AREFX Mutual Fund Overlap Analysis

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

AREFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, AREFX may share significant positions with broad-market funds.

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