Fund comparison · from official SEC filings
ACALX vs AOM: how much do they overlap?
Advisors Capital Active All Cap Fund and iShares Core 40/60 Moderate Allocation ETF
vs
Shared holdings
Company
ACALX
AOM
I
IVVISHARES CORE S&P 500 ETF
39.85%
23.26%
I
IJHISHARES CORE S&P MIDCAP ETF
5.07%
1.32%
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 AOM
I
IUSBISHR CR UNVRSE USD BD ETF-UI
47.89%
I
IDEVISHARES CORE MSCI DEV MKTS
11.29%
I
IAGGISHARES INTL AGGREGATE BOND
8.31%
I
IEMGISHARES CORE MSCI EMERGING
4.83%
B
BISXXBCF INSTITUTIONAL-SL AGNCY
2.36%
I
IJRISHARES CORE S&P SMALL-CAP E
0.64%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.09%
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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.