ACIIX Mutual Fund
ACIIX Mutual Fund
NAV$9.65
AUM$3.7B
TER0.74%
Holdings136
ACIIX Mutual Fund
NAV$9.65
American Century Equity Income Fund Class I
AUM$3.7B
TER0.74%
Holdings136
ACIIX Mutual Fund Overlap Analysis
ACIIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ACIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 136 holdings, ACIIX may share significant positions with broad-market funds.
ACIIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ACIIX tax-loss harvesting finds highly correlated but non-identical funds.