ATHDX Mutual Fund Analysis & Holdings | MarketXLS

ATHDX Mutual Fund

NAV$27.77

AUM$179M

TER0.65%

Holdings83

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

ATHDX Mutual Fund

NAV$27.77

American Century Heritage Fund R6 Cl

AUM$179M

TER0.65%

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 ATHDX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings ATHDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ATHDX Mutual Fund Overlap Analysis

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

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

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