ACLCX Mutual Fund
ACLCX Mutual Fund
NAV$9.29
AUM$7M
TER1.95%
Holdings107
ACLCX Mutual Fund
NAV$9.29
American Century Value Fund Class C
AUM$7M
TER1.95%
Holdings107
ACLCX Mutual Fund Overlap Analysis
ACLCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ACLCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 107 holdings, ACLCX may share significant positions with broad-market funds.
ACLCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ACLCX tax-loss harvesting finds highly correlated but non-identical funds.