ATHAX Mutual Fund Analysis & Holdings | MarketXLS

ATHAX Mutual Fund

NAV$17.62

AUM$232M

TER1.25%

Holdings83

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ATHAX Mutual Fund

NAV$17.62

American Century Heritage Fund Class A

AUM$232M

TER1.25%

Holdings83

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

ATHAX Mutual Fund Overlap Analysis

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

ATHAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, ATHAX may share significant positions with broad-market funds.

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