ACEKX Mutual Fund

NAV$11.94

TER0.48%

Holdings375

ACEKX Mutual Fund

NAV$11.94

Invesco Equity and Income Fund Class R5

TER0.48%

Holdings375

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Holdings Overlap Analysis

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

ACEKX Mutual Fund Overlap Analysis

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

ACEKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 375 holdings, ACEKX may share significant positions with broad-market funds.

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