AFGGX Mutual Fund Analysis & Holdings | MarketXLS

AFGGX Mutual Fund

NAV$24.16

AUM$9M

TER1.26%

Holdings168

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AFGGX Mutual Fund

NAV$24.16

Yorktown Growth Fund Class A

AUM$9M

TER1.26%

Holdings168

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

AFGGX Mutual Fund Overlap Analysis

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

AFGGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 168 holdings, AFGGX may share significant positions with broad-market funds.

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