ACVAX Mutual Fund Analysis & Holdings | MarketXLS

ACVAX Mutual Fund

NAV$9.52

AUM$146M

TER1.04%

Holdings1,066

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ACVAX Mutual Fund

NAV$9.52

American Century Strategic Allocation Aggressive Fund A Class

AUM$146M

TER1.04%

Holdings1,066

See inside every fund you own

$45/quarter 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 ACVAX 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 ACVAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ACVAX Mutual Fund Overlap Analysis

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

ACVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1066 holdings, ACVAX may share significant positions with broad-market funds.

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