ACCUX Mutual Fund

NAV$9.08

AUM$9M

TER0.35%

Holdings580

See how much of ACCUX you already own

Just $25 once·$99/mo·Download sample

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ACCUX Mutual Fund

NAV$9.08

American Century Core Plus Fund R5 Class

AUM$9M

TER0.35%

Holdings580

See how much of ACCUX 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 ACCUX 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 ACCUX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ACCUX Mutual Fund Overlap Analysis

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

ACCUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 580 holdings, ACCUX may share significant positions with broad-market funds.

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