ACUSX Mutual Fund
ACUSX Mutual Fund
NAV$15.38
AUM$359M
TER1.77%
Holdings53
See how much of ACUSX you already own
ACUSX Mutual Fund
NAV$15.38
Advisors Capital Total Return - Equity Fund
AUM$359M
TER1.77%
Holdings53
See how much of ACUSX you already own
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.