AACSX Mutual Fund

NAV$12.76

AUM$3M

TER0.59%

Holdings24

AACSX Mutual Fund

NAV$12.76

One Choice Blend Plus 2040 Portfolio Investor Class

AUM$3M

TER0.59%

Holdings24

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Holdings Overlap Analysis

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

AACSX Mutual Fund Overlap Analysis

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

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

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