ACUSX Mutual Fund

NAV$15.48

AUM$347M

TER1.77%

Holdings53

ACUSX Mutual Fund

NAV$15.48

Advisors Capital Total Return - Equity Fund

AUM$347M

TER1.77%

Holdings53

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Holdings Overlap Analysis

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

ACUSX Mutual Fund Overlap Analysis

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

ACUSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 53 holdings, ACUSX may share significant positions with broad-market funds.

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