ACLAX Mutual Fund Analysis & Holdings | MarketXLS

ACLAX Mutual Fund

NAV$17.16

AUM$231M

TER1.22%

Holdings133

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ACLAX Mutual Fund

NAV$17.16

American Century Mid Cap Value Fund Class A

AUM$231M

TER1.22%

Holdings133

See inside every fund you own

$45/quarter 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 ACLAX 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 ACLAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ACLAX Mutual Fund Overlap Analysis

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

ACLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 133 holdings, ACLAX may share significant positions with broad-market funds.

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