Fund comparison · from official SEC filings
ACALX vs AFQSX: how much do they overlap?
Advisors Capital Active All Cap Fund and Alpha Fiduciary Quantitative Strategy Fund
vs
Shared holdings
Company
ACALX
AFQSX
I
IVVISHARES CORE S&P 500 ETF
39.85%
90.13%
Only in ACALX
V
VUGVANGUARD GROWTH ETF
19.81%
V
VTVVANGUARD VALUE ETF
17.39%
S
SPTMSS SPDR P S&P 1500 COMP ETF
16.79%
I
IJHISHARES CORE S&P MIDCAP ETF
5.07%
F
FGTXXGLDMN SCHS FIN SQ GV-FST
1.08%
Only in AFQSX
F
FTIXXGLDMN SCHS FIN SQ TR-FST
9.69%
?
—Chicago Mercantile Exchange
0.18%
Hold ACALX and AFQSX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
AFQSX vs MMAXiShares Large Cap Max Buffer Mar ETF
90% overlap
AFQSX vs MAXJiShares Large Cap Max Buffer Jun ETF
90% overlap
AFQSX vs DMAXiShares Large Cap Max Buffer Dec ETF
90% overlap
AFQSX vs DXSLXDirexion Monthly S&P 500 Bull 1.75X Fund
77% overlap
ACALX vs AOAiShares Core 80/20 Aggressive Allocation ETF
42% overlap
ACALX vs AORiShares Core 60/40 Balanced Allocation ETF
37% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.