ACOAX Mutual Fund
NAV$7.08
AUM$265M
TER1.08%
Holdings1,149
ACOAX Mutual Fund
NAV$7.08
American Century Strategic Allocation Moderate Fund A Class
AUM$265M
TER1.08%
Holdings1,149
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ACOAX Mutual Fund Overlap Analysis
ACOAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ACOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1149 holdings, ACOAX may share significant positions with broad-market funds.
ACOAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ACOAX tax-loss harvesting finds highly correlated but non-identical funds.