ATOBX Mutual Fund
ATOBX Mutual Fund
NAV$10.08
AUM$293,734.42
TER0.70%
Holdings127
See how much of ATOBX you already own
ATOBX Mutual Fund
NAV$10.08
Aberdeen Ultra Short Municipal Income Fund Class A1
AUM$293,734.42
TER0.70%
Holdings127
See how much of ATOBX you already own
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.