AGCIX Mutual Fund Analysis & Holdings | MarketXLS

AGCIX Mutual Fund

NAV$8.52

AUM$9M

TER0.66%

Holdings54

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AGCIX Mutual Fund

NAV$8.52

abrdn Infrastructure Debt Fund Institutional Class

AUM$9M

TER0.66%

Holdings54

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

AGCIX Mutual Fund Overlap Analysis

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

AGCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 54 holdings, AGCIX may share significant positions with broad-market funds.

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