ACIFX Mutual Fund
ACIFX Mutual Fund
NAV$9.57
AUM$2M
TER1.78%
Holdings38
ACIFX Mutual Fund
NAV$9.57
Advisors Capital International Fund
AUM$2M
TER1.78%
Holdings38
ACIFX Mutual Fund Overlap Analysis
ACIFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ACIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, ACIFX may share significant positions with broad-market funds.
ACIFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ACIFX tax-loss harvesting finds highly correlated but non-identical funds.