ACRSX Mutual Fund Analysis & Holdings | MarketXLS

ACRSX Mutual Fund

NAV$14.62

AUM$302M

TER0.83%

Holdings114

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ACRSX Mutual Fund

NAV$14.62

Columbia Acorn Trust Acorn Fund Class S

AUM$302M

TER0.83%

Holdings114

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 ACRSX 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 ACRSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ACRSX Mutual Fund Overlap Analysis

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

ACRSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 114 holdings, ACRSX may share significant positions with broad-market funds.

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