AOCIX Mutual Fund Analysis & Holdings | MarketXLS

AOCIX Mutual Fund

NAV$14.38

AUM$1.2B

TER0.80%

Holdings20

See inside every fund you own

$149/yr Pro · Cancel anytime

X-ray my whole portfolio

AOCIX Mutual Fund

NAV$14.38

American Century One Choice Portfolio: Conservative Investor Class

AUM$1.2B

TER0.80%

Holdings20

See inside every fund you own

$149/yr 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 AOCIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings AOCIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AOCIX Mutual Fund Overlap Analysis

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

AOCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, AOCIX may share significant positions with broad-market funds.

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