ASDCX Mutual Fund
ASDCX Mutual Fund
NAV$10.04
AUM$949,055.92
TER1.60%
Holdings299
See how much of ASDCX you already own
ASDCX Mutual Fund
NAV$10.04
AAM/HIMCO Short Duration Fund Class C
AUM$949,055.92
TER1.60%
Holdings299
See how much of ASDCX you already own
ASDCX Mutual Fund Overlap Analysis
ASDCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ASDCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 299 holdings, ASDCX may share significant positions with broad-market funds.
ASDCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ASDCX tax-loss harvesting finds highly correlated but non-identical funds.