ACWDX Mutual Fund

NAV$19.87

TER1.02%

Holdings85

ACWDX Mutual Fund

NAV$19.87

AMG GW&K Small/Mid Cap Growth Fund Class N

TER1.02%

Holdings85

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Holdings Overlap Analysis

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

ACWDX Mutual Fund Overlap Analysis

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

ACWDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 85 holdings, ACWDX may share significant positions with broad-market funds.

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