ACIZX Mutual Fund Analysis & Holdings | MarketXLS

ACIZX Mutual Fund

NAV$65.98

AUM$1.1B

TER0.88%

Holdings76

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ACIZX Mutual Fund

NAV$65.98

Alger Capital Appreciation Institutional Fund Class Z-2

AUM$1.1B

TER0.88%

Holdings76

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 ACIZX 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 ACIZX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ACIZX Mutual Fund Overlap Analysis

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

ACIZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, ACIZX may share significant positions with broad-market funds.

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