AFGGX Mutual Fund
AFGGX Mutual Fund
NAV$22.70
AUM$9M
TER1.26%
Holdings168
See how much of AFGGX you already own
AFGGX Mutual Fund
NAV$22.70
Yorktown Growth Fund Class A
AUM$9M
TER1.26%
Holdings168
See how much of AFGGX you already own
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.