AACSX Mutual Fund
AACSX Mutual Fund
NAV$12.66
AUM$3M
TER0.59%
Holdings24
See how much of AACSX you already own
AACSX Mutual Fund
NAV$12.66
One Choice Blend Plus 2040 Portfolio Investor Class
AUM$3M
TER0.59%
Holdings24
See how much of AACSX you already own
AACSX Mutual Fund Overlap Analysis
AACSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AACSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, AACSX may share significant positions with broad-market funds.
AACSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AACSX tax-loss harvesting finds highly correlated but non-identical funds.