FACSX Mutual Fund
FACSX Mutual Fund
NAV$56.30
AUM$5M
TER1.88%
Holdings64
See how much of FACSX you already own
FACSX Mutual Fund
NAV$56.30
Nuveen Mid Cap Value Opportunities Fund Class C
AUM$5M
TER1.88%
Holdings64
See how much of FACSX you already own
FACSX Mutual Fund Overlap Analysis
FACSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FACSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, FACSX may share significant positions with broad-market funds.
FACSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FACSX tax-loss harvesting finds highly correlated but non-identical funds.