AACQX Mutual Fund
NAV$12.33
AUM$27M
TER0.24%
Holdings24
AACQX Mutual Fund
NAV$12.33
One Choice Blend Plus 2035 Portfolio R6 Class
AUM$27M
TER0.24%
Holdings24
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AACQX Mutual Fund Overlap Analysis
AACQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AACQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, AACQX may share significant positions with broad-market funds.
AACQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AACQX tax-loss harvesting finds highly correlated but non-identical funds.