AACKX Mutual Fund

NAV$12.30

AUM$4M

TER0.59%

Holdings24

AACKX Mutual Fund

NAV$12.30

One Choice Blend Plus 2035 Portfolio Investor Class

AUM$4M

TER0.59%

Holdings24

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Holdings Overlap Analysis

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

AACKX Mutual Fund Overlap Analysis

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

AACKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, AACKX may share significant positions with broad-market funds.

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