ATOIX Mutual Fund Analysis & Holdings | MarketXLS

ATOIX Mutual Fund

NAV$10.03

AUM$625M

TER0.45%

Holdings127

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ATOIX Mutual Fund

NAV$10.03

Aberdeen Ultra Short Municipal Income Fund Institutional Class

AUM$625M

TER0.45%

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

ATOIX Mutual Fund Overlap Analysis

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

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

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