AACHX Mutual Fund

NAV$11.76

AUM$144,306

TER1.09%

Holdings21

AACHX Mutual Fund

NAV$11.76

One Choice Blend Plus 2030 Portfolio R Class

AUM$144,306

TER1.09%

Holdings21

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Holdings Overlap Analysis

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

AACHX Mutual Fund Overlap Analysis

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

AACHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, AACHX may share significant positions with broad-market funds.

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