ACASX Mutual Fund Analysis & Holdings | MarketXLS

ACASX Mutual Fund

NAV$7.65

AUM$8M

TER0.80%

Holdings956

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ACASX Mutual Fund

NAV$7.65

RBC BlueBay Access Capital Community Investment Fund Class A

AUM$8M

TER0.80%

Holdings956

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

ACASX Mutual Fund Overlap Analysis

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

ACASX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 956 holdings, ACASX may share significant positions with broad-market funds.

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