ATCIX Mutual Fund
ATCIX Mutual Fund
NAV$42.75
AUM$43M
TER1.62%
Holdings5
See how much of ATCIX you already own
ATCIX Mutual Fund
NAV$42.75
ATAC Rotation Fund Institutional Class
AUM$43M
TER1.62%
Holdings5
See how much of ATCIX you already own
ATCIX Mutual Fund Overlap Analysis
ATCIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ATCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, ATCIX may share significant positions with broad-market funds.
ATCIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ATCIX tax-loss harvesting finds highly correlated but non-identical funds.