ACSMX Mutual Fund
ACSMX Mutual Fund
NAV$11.85
AUM$141M
TER1.77%
Holdings34
See how much of ACSMX you already own
ACSMX Mutual Fund
NAV$11.85
Advisors Capital Small/MID Cap Fund
AUM$141M
TER1.77%
Holdings34
See how much of ACSMX you already own
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.