Fund comparison · from official SEC filings
ACGRX vs BLUC: how much do they overlap?
Advisors Capital Growth Fund and Bluemonte Large Cap Core ETF
vs
Shared holdings
Company
ACGRX
BLUC
V
VUGVANGUARD GROWTH ETF
18.95%
34.71%
Only in ACGRX
S
SCHGSCHWAB US LARGE-CAP GROWTH
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%
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 BLUC
S
SPYMSTE STR SPDR PT S&P 500 ETF
40.39%
I
ILCBISHARES MORNINGSTAR U.S. EQU
19.94%
V
VTVVANGUARD VALUE ETF
4.96%
Hold ACGRX and BLUC together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
ACGRX vs BLGRBluemonte Large Cap Growth ETF
47% overlap
BLUC vs BLUXBluemonte Dynamic Total Market ETF
40% overlap
BLUC vs BUYWMain Buywrite ETF
40% overlap
BLUC vs XDIVRoundhill S&P 500 No Dividend Target ETF
40% overlap
BLUC vs BINTBluemonte Global Equity ETF
29% overlap
BLUC vs ACALXAdvisors Capital Active All Cap Fund
25% 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.