ACACX Mutual Fund
ACACX Mutual Fund
NAV$10.34
AUM$16M
TER1.50%
Holdings435
See how much of ACACX you already own
ACACX Mutual Fund
NAV$10.34
AB California Portfolio Class C
AUM$16M
TER1.50%
Holdings435
See how much of ACACX you already own
ACACX Mutual Fund Overlap Analysis
ACACX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ACACX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 435 holdings, ACACX may share significant positions with broad-market funds.
ACACX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ACACX tax-loss harvesting finds highly correlated but non-identical funds.