ACAAX Mutual Fund
ACAAX Mutual Fund
NAV$44.18
AUM$1.3B
TER1.28%
Holdings73
See how much of ACAAX you already own
ACAAX Mutual Fund
NAV$44.18
Alger Capital Appreciation Fund Class A
AUM$1.3B
TER1.28%
Holdings73
See how much of ACAAX you already own
ACAAX Mutual Fund Overlap Analysis
ACAAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ACAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 73 holdings, ACAAX may share significant positions with broad-market funds.
ACAAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ACAAX tax-loss harvesting finds highly correlated but non-identical funds.