ACERX Mutual Fund
ACERX Mutual Fund
NAV$11.55
TER1.50%
Holdings375
See how much of ACERX you already own
ACERX Mutual Fund
NAV$11.55
Invesco Equity and Income Fund Class C
TER1.50%
Holdings375
See how much of ACERX you already own
ACERX Mutual Fund Overlap Analysis
ACERX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ACERX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 375 holdings, ACERX may share significant positions with broad-market funds.
ACERX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ACERX tax-loss harvesting finds highly correlated but non-identical funds.