AAGOX Mutual Fund Holdings Overlap Calculator | MarketXLS

AAGOX Mutual Fund

NAV$125.87

AUM$444M

TER0.85%

Holdings57

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AAGOX Mutual Fund

NAV$125.87

Alger Large Cap Growth Portfolio Class I2

AUM$444M

TER0.85%

Holdings57

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare AAGOX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings AAGOX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AAGOX Mutual Fund Overlap Analysis

AAGOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

AAGOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, AAGOX may share significant positions with broad-market funds.

AAGOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AAGOX tax-loss harvesting finds highly correlated but non-identical funds.