ARHEX Mutual Fund
ARHEX Mutual Fund
NAV$15.09
AUM$89,084.86
TER1.89%
Holdings20
See how much of ARHEX you already own
ARHEX Mutual Fund
NAV$15.09
American Century One Choice 2065 Portfolio Class C
AUM$89,084.86
TER1.89%
Holdings20
See how much of ARHEX you already own
ARHEX Mutual Fund Overlap Analysis
ARHEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ARHEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, ARHEX may share significant positions with broad-market funds.
ARHEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ARHEX tax-loss harvesting finds highly correlated but non-identical funds.