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Fund comparison · from official SEC filings

ACGRX vs ATEAX: how much do they overlap?

Advisors Capital Growth Fund and Anchor Risk Managed Equity Strategies Fund
Holdings overlap
10%
of assets, by weight
Shared positions
1
of 9 / 3 holdings
ACGRX expense ratio
1.86%
net, per year
ATEAX expense ratio
2.14%
net, per year
Shared holdings
Company
ACGRX
ATEAX
Q
QQQINVESCO QQQ TRUST SERIES 1
9.92%
68.57%
Only in ACGRX
S
SCHGSCHWAB US LARGE-CAP GROWTH
18.95%
V
VUGVANGUARD GROWTH ETF
18.95%
S
SPYGSS SPDR P S&P 500 GROWTH ETF
14.98%
V
VONGVANGUARD RUSSELL 1000 GROWTH
14.88%
F
FELGFIDELITY ENH LRG CAP GWTH
10.05%
S
SFYSOFI SELECT 500 ETF
4.97%
I
IWPISHARES RUSSELL MID-CAP GROW
4.95%
F
FGTXXGLDMN SCHS FIN SQ GV-FST
2.34%
Only in ATEAX
S
SPYSS SPDR S&P 500 ETF TRUST-US
30.81%
F
FGXXXFIRST AM GOVT OBLIG-X
0.62%
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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.