AREWX Mutual Fund Holdings Overlap Calculator | MarketXLS

AREWX Mutual Fund

NAV$28.83

AUM$11M

TER1.66%

Holdings39

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AREWX Mutual Fund

NAV$28.83

American Century Real Estate Fund R Class

AUM$11M

TER1.66%

Holdings39

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

AREWX Mutual Fund Overlap Analysis

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

AREWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, AREWX may share significant positions with broad-market funds.

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