ARLDX Mutual Fund
ARLDX Mutual Fund
NAV$9.92
AUM$587M
TER0.48%
Holdings23
See how much of ARLDX you already own
ARLDX Mutual Fund
NAV$9.92
American Century One Choice 2035 Portfolio Class R6
AUM$587M
TER0.48%
Holdings23
See how much of ARLDX you already own
ARLDX Mutual Fund Overlap Analysis
ARLDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ARLDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, ARLDX may share significant positions with broad-market funds.
ARLDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ARLDX tax-loss harvesting finds highly correlated but non-identical funds.