AREOX Mutual Fund Analysis & Holdings | MarketXLS

AREOX Mutual Fund

NAV$18.95

AUM$190M

TER1.39%

Holdings21

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

AREOX Mutual Fund

NAV$18.95

American Century One Choice 2055 Portfolio Class R

AUM$190M

TER1.39%

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

AREOX Mutual Fund Overlap Analysis

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

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

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