ADCVX Mutual Fund
NAV$22.91
AUM$43M
TER1.16%
Holdings141
ADCVX Mutual Fund
NAV$22.91
American Century Disciplined Growth Fund A Class
AUM$43M
TER1.16%
Holdings141
ADCVX Mutual Fund Overlap Analysis
ADCVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ADCVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 141 holdings, ADCVX may share significant positions with broad-market funds.
ADCVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ADCVX tax-loss harvesting finds highly correlated but non-identical funds.