ACTSX Mutual Fund
ACTSX Mutual Fund
NAV$7.74
TER0.99%
Holdings1,295
See how much of ACTSX you already own
ACTSX Mutual Fund
NAV$7.74
Invesco High Yield Municipal Fund Class R6
TER0.99%
Holdings1,295
See how much of ACTSX you already own
ACTSX Mutual Fund Overlap Analysis
ACTSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ACTSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1295 holdings, ACTSX may share significant positions with broad-market funds.
ACTSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ACTSX tax-loss harvesting finds highly correlated but non-identical funds.