ACATX Mutual Fund Analysis & Holdings | MarketXLS

ACATX Mutual Fund

NAV$7.63

AUM$53M

TER0.40%

Holdings956

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ACATX Mutual Fund

NAV$7.63

RBC BlueBay Access Capital Community Investment Fund Class IS

AUM$53M

TER0.40%

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

ACATX Mutual Fund Overlap Analysis

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

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

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