ACWIX Mutual Fund
ACWIX Mutual Fund
NAV$20.82
TER0.87%
Holdings86
See how much of ACWIX you already own
ACWIX Mutual Fund
NAV$20.82
AMG GW&K Small/Mid Cap Growth Fund Class I
TER0.87%
Holdings86
See how much of ACWIX you already own
ACWIX Mutual Fund Overlap Analysis
ACWIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ACWIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 86 holdings, ACWIX may share significant positions with broad-market funds.
ACWIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ACWIX tax-loss harvesting finds highly correlated but non-identical funds.