AREUX Mutual Fund Analysis & Holdings | MarketXLS

AREUX Mutual Fund

NAV$14.73

AUM$258M

TER0.54%

Holdings21

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AREUX Mutual Fund

NAV$14.73

American Century One Choice 2055 Portfolio Class R6

AUM$258M

TER0.54%

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

AREUX Mutual Fund Overlap Analysis

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

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

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