AACWX Mutual Fund

NAV$12.48

AUM$248,358.73

TER1.09%

Holdings24

See how much of AACWX you already own

Just $25 once·$99/mo·Download sample

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AACWX Mutual Fund

NAV$12.48

One Choice Blend Plus 2040 Portfolio R Class

AUM$248,358.73

TER1.09%

Holdings24

See how much of AACWX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

AACWX Mutual Fund Overlap Analysis

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

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

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