AACVX Mutual Fund

NAV$12.82

AUM$32,076.73

TER0.84%

Holdings24

AACVX Mutual Fund

NAV$12.82

One Choice Blend Plus 2040 Portfolio A Class

AUM$32,076.73

TER0.84%

Holdings24

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Holdings Overlap Analysis

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

AACVX Mutual Fund Overlap Analysis

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

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

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