AACPX Mutual Fund Analysis & Holdings | MarketXLS

AACPX Mutual Fund

NAV$12.31

AUM$216,078.97

TER1.09%

Holdings24

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AACPX Mutual Fund

NAV$12.31

One Choice Blend Plus 2035 Portfolio R Class

AUM$216,078.97

TER1.09%

Holdings24

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

AACPX Mutual Fund Overlap Analysis

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

AACPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, AACPX may share significant positions with broad-market funds.

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