ARTAX Mutual Fund

NAV$13.21

AUM$189M

TER1.01%

Holdings20

See how much of ARTAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

ARTAX Mutual Fund

NAV$13.21

American Century One Choice in Retirement Portfolio A Cl

AUM$189M

TER1.01%

Holdings20

See how much of ARTAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

ARTAX Mutual Fund Overlap Analysis

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

ARTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, ARTAX may share significant positions with broad-market funds.

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