ACCUX Mutual Fund

NAV$9.04

AUM$9M

TER0.35%

Holdings580

ACCUX Mutual Fund

NAV$9.04

American Century Core Plus Fund R5 Class

AUM$9M

TER0.35%

Holdings580

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Holdings Overlap Analysis

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

ACCUX Mutual Fund Overlap Analysis

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

ACCUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 580 holdings, ACCUX may share significant positions with broad-market funds.

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