AACGX Mutual Fund

NAV$5.91

AUM$8,935.28

TER0.63%

Holdings1,141

AACGX Mutual Fund

NAV$5.91

American Century Strategic Allocation Conservative Fund R5 Class

AUM$8,935.28

TER0.63%

Holdings1,141

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Holdings Overlap Analysis

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

AACGX Mutual Fund Overlap Analysis

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

AACGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1141 holdings, AACGX may share significant positions with broad-market funds.

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