NAARX Mutual Fund Analysis & Holdings | MarketXLS

NAARX Mutual Fund

NAV$13.22

AUM$436M

TER0.59%

Holdings11

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NAARX Mutual Fund

NAV$13.22

American Funds Retirement Income Portfolio Conservative Class A

AUM$436M

TER0.59%

Holdings11

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

NAARX Mutual Fund Overlap Analysis

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

NAARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, NAARX may share significant positions with broad-market funds.

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