ACTDX Mutual Fund

NAV$8.23

TER1.13%

Holdings1,295

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ACTDX Mutual Fund

NAV$8.23

Invesco High Yield Municipal Fund Class Y

TER1.13%

Holdings1,295

See inside every fund you own

$99/yr 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 ACTDX 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 ACTDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ACTDX Mutual Fund Overlap Analysis

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

ACTDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1295 holdings, ACTDX may share significant positions with broad-market funds.

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