AICGX Mutual Fund Holdings Overlap Calculator | MarketXLS

AICGX Mutual Fund

NAV$45.93

AUM$51M

TER0.45%

Holdings194

See what you own twice

Check AICGX against your other funds. Free for up to 5.

Check my overlap

AICGX Mutual Fund

NAV$45.93

American Century Disciplined Value Fund R5 Class

AUM$51M

TER0.45%

Holdings194

See what you own twice

Check AICGX against your other funds. Free for up to 5.

Check my overlap

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Holdings Overlap Analysis

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

AICGX Mutual Fund Overlap Analysis

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

AICGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 194 holdings, AICGX may share significant positions with broad-market funds.

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