Fund comparison · from official SEC filings
ACALX vs AOA: how much do they overlap?
Advisors Capital Active All Cap Fund and iShares Core 80/20 Aggressive Allocation ETF
vs
Shared holdings
Company
ACALX
AOA
I
IVVISHARES CORE S&P 500 ETF
39.85%
45.82%
I
IJHISHARES CORE S&P MIDCAP ETF
5.07%
2.60%
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%
F
FGTXXGLDMN SCHS FIN SQ GV-FST
1.08%
Only in AOA
I
IDEVISHARES CORE MSCI DEV MKTS
22.24%
I
IUSBISHR CR UNVRSE USD BD ETF-UI
15.72%
I
IEMGISHARES CORE MSCI EMERGING
9.52%
I
IAGGISHARES INTL AGGREGATE BOND
2.73%
I
IJRISHARES CORE S&P SMALL-CAP E
1.26%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.10%
?
—S P500 EMINI FUT JUN26
0.01%
B
BISXXBCF INSTITUTIONAL-SL AGNCY
0.00%
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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.