ANCIX Mutual Fund Analysis & Holdings | MarketXLS

ANCIX Mutual Fund

NAV$14.43

AUM$15M

TER1.70%

Holdings54

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ANCIX Mutual Fund

NAV$14.43

Ancora Microcap Fund Class I

AUM$15M

TER1.70%

Holdings54

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

ANCIX Mutual Fund Overlap Analysis

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

ANCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 54 holdings, ANCIX may share significant positions with broad-market funds.

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