AACWX Mutual Fund

NAV$12.72

AUM$248,358.73

TER1.09%

Holdings24

AACWX Mutual Fund

NAV$12.72

One Choice Blend Plus 2040 Portfolio R Class

AUM$248,358.73

TER1.09%

Holdings24

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Holdings Overlap Analysis

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

AACWX Mutual Fund Overlap Analysis

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

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

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