AAGOX Mutual Fund
AAGOX Mutual Fund
NAV$122.36
AUM$461M
TER0.85%
Holdings53
See how much of AAGOX you already own
AAGOX Mutual Fund
NAV$122.36
Alger Large Cap Growth Portfolio Class I2
AUM$461M
TER0.85%
Holdings53
See how much of AAGOX you already own
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 53 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.