ASCFX Mutual Fund
ASCFX Mutual Fund
NAV$29.61
AUM$12M
TER0.77%
Holdings237
See how much of ASCFX you already own
ASCFX Mutual Fund
NAV$29.61
Virtus Small-Cap Fund Class R6
AUM$12M
TER0.77%
Holdings237
See how much of ASCFX you already own
ASCFX Mutual Fund Overlap Analysis
ASCFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ASCFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 237 holdings, ASCFX may share significant positions with broad-market funds.
ASCFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ASCFX tax-loss harvesting finds highly correlated but non-identical funds.