ADOZX Mutual Fund
ADOZX Mutual Fund
NAV$24.07
AUM$187M
TER1.69%
Holdings232
See how much of ADOZX you already own
ADOZX Mutual Fund
NAV$24.07
Alger Dynamic Opportunities Fund Class Z
AUM$187M
TER1.69%
Holdings232
See how much of ADOZX you already own
ADOZX Mutual Fund Overlap Analysis
ADOZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ADOZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 232 holdings, ADOZX may share significant positions with broad-market funds.
ADOZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ADOZX tax-loss harvesting finds highly correlated but non-identical funds.