ATHWX Mutual Fund Analysis & Holdings | MarketXLS

ATHWX Mutual Fund

NAV$17.21

AUM$23M

TER1.50%

Holdings83

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ATHWX Mutual Fund

NAV$17.21

American Century Heritage Fund R Class

AUM$23M

TER1.50%

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

ATHWX Mutual Fund Overlap Analysis

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

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

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