ARFMX Mutual Fund Analysis & Holdings | MarketXLS

ARFMX Mutual Fund

NAV$16.13

AUM$98M

TER1.13%

Holdings21

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ARFMX Mutual Fund

NAV$16.13

American Century One Choice 2050 Portfolio Class A

AUM$98M

TER1.13%

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

ARFMX Mutual Fund Overlap Analysis

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

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

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