ACEFX Mutual Fund

NAV$6.78

AUM$5M

TER4.43%

Holdings60

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

ACEFX Mutual Fund

NAV$6.78

Absolute CEF Opportunities Institutional Class

AUM$5M

TER4.43%

Holdings60

See inside every fund you own

$99/yr 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 ACEFX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings ACEFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ACEFX Mutual Fund Overlap Analysis

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

ACEFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, ACEFX may share significant positions with broad-market funds.

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