ADOCX Mutual Fund Analysis & Holdings | MarketXLS

ADOCX Mutual Fund

NAV$20.17

AUM$7M

TER2.78%

Holdings232

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ADOCX Mutual Fund

NAV$20.17

Alger Dynamic Opportunities Fund Class C

AUM$7M

TER2.78%

Holdings232

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

ADOCX Mutual Fund Overlap Analysis

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

ADOCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 232 holdings, ADOCX may share significant positions with broad-market funds.

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