ATOBX Mutual Fund Analysis & Holdings | MarketXLS

ATOBX Mutual Fund

NAV$10.09

AUM$292,579.89

TER0.70%

Holdings127

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ATOBX Mutual Fund

NAV$10.09

Aberdeen Ultra Short Municipal Income Fund Class A1

AUM$292,579.89

TER0.70%

Holdings127

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

ATOBX Mutual Fund Overlap Analysis

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

ATOBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 127 holdings, ATOBX may share significant positions with broad-market funds.

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