ARREX Mutual Fund
ARREX Mutual Fund
NAV$29.32
AUM$849,492.87
TER0.96%
Holdings39
ARREX Mutual Fund
NAV$29.32
American Century Real Estate Fund R5 Class
AUM$849,492.87
TER0.96%
Holdings39
ARREX Mutual Fund Overlap Analysis
ARREX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ARREX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, ARREX may share significant positions with broad-market funds.
ARREX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ARREX tax-loss harvesting finds highly correlated but non-identical funds.