ACSMX Mutual Fund
ACSMX Mutual Fund
NAV$11.76
AUM$136M
TER1.77%
Holdings34
ACSMX Mutual Fund
NAV$11.76
Advisors Capital Small/MID Cap Fund
AUM$136M
TER1.77%
Holdings34
ACSMX Mutual Fund Overlap Analysis
ACSMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ACSMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, ACSMX may share significant positions with broad-market funds.
ACSMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ACSMX tax-loss harvesting finds highly correlated but non-identical funds.