AGCAX Mutual Fund Analysis & Holdings | MarketXLS

AGCAX Mutual Fund

NAV$9.85

AUM$106,520

TER1.27%

Holdings57

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AGCAX Mutual Fund

NAV$9.85

Water Island Credit Opportunities Fund Class A

AUM$106,520

TER1.27%

Holdings57

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

AGCAX Mutual Fund Overlap Analysis

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

AGCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, AGCAX may share significant positions with broad-market funds.

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