ACGMX Mutual Fund

NAV$25.02

TER0.53%

Holdings80

ACGMX Mutual Fund

NAV$25.02

Invesco Growth and Income Fund Class Y

TER0.53%

Holdings80

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Holdings Overlap Analysis

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

ACGMX Mutual Fund Overlap Analysis

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

ACGMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, ACGMX may share significant positions with broad-market funds.

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