AACJX Mutual Fund
AACJX Mutual Fund
NAV$11.85
AUM$28M
TER0.24%
Holdings21
AACJX Mutual Fund
NAV$11.85
One Choice Blend Plus 2030 Portfolio R6 Class
AUM$28M
TER0.24%
Holdings21
AACJX Mutual Fund Overlap Analysis
AACJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AACJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, AACJX may share significant positions with broad-market funds.
AACJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AACJX tax-loss harvesting finds highly correlated but non-identical funds.