Fund comparison · from official SEC filings
ACGRX vs BLGR: how much do they overlap?
Advisors Capital Growth Fund and Bluemonte Large Cap Growth ETF
vs
Shared holdings
Company
ACGRX
BLGR
S
SPYGSS SPDR P S&P 500 GROWTH ETF
14.98%
52.20%
S
SCHGSCHWAB US LARGE-CAP GROWTH
18.95%
25.83%
V
VONGVANGUARD RUSSELL 1000 GROWTH
14.88%
12.82%
Only in ACGRX
V
VUGVANGUARD GROWTH ETF
18.95%
F
FELGFIDELITY ENH LRG CAP GWTH
10.05%
Q
QQQINVESCO QQQ TRUST SERIES 1
9.92%
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 BLGR
S
SPYMSTE STR SPDR PT S&P 500 ETF
9.15%
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BLGR vs ACRIXHorizon Active Risk Assist Fund
24% overlap
ACGRX vs ACALXAdvisors Capital Active All Cap Fund
20% overlap
ACGRX vs BLUCBluemonte Large Cap Core ETF
19% overlap
ACGRX vs ACRIXHorizon Active Risk Assist Fund
15% overlap
ACGRX vs ATEAXAnchor Risk Managed Equity Strategies Fund
10% overlap
BLGR vs ALLWState Street(R) Bridgewater(R) All Weather(R) ETF
9% 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.