ACROX Mutual Fund
ACROX Mutual Fund
NAV$21.31
AUM$138M
TER1.25%
Holdings41
See how much of ACROX you already own
ACROX Mutual Fund
NAV$21.31
ACR Opportunity Fund Class I
AUM$138M
TER1.25%
Holdings41
See how much of ACROX you already own
ACROX Mutual Fund Overlap Analysis
ACROX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ACROX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, ACROX may share significant positions with broad-market funds.
ACROX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ACROX tax-loss harvesting finds highly correlated but non-identical funds.