AAANX Mutual Fund

NAV$16.74

AUM$720M

TER1.31%

Holdings86

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AAANX Mutual Fund

NAV$16.74

Horizon Active Asset Allocation Fund Investor Class

AUM$720M

TER1.31%

Holdings86

See how much of AAANX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

AAANX Mutual Fund Overlap Analysis

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

AAANX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 86 holdings, AAANX may share significant positions with broad-market funds.

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