LACAX Mutual Fund Analysis & Holdings | MarketXLS

LACAX Mutual Fund

NAV$10.04

AUM$478M

TER1.08%

Holdings114

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LACAX Mutual Fund

NAV$10.04

Columbia Acorn Trust Acorn Fund Class A

AUM$478M

TER1.08%

Holdings114

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

LACAX Mutual Fund Overlap Analysis

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

LACAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 114 holdings, LACAX may share significant positions with broad-market funds.

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