AGCLX Mutual Fund
AGCLX Mutual Fund
NAV$20.39
AUM$5M
TER1.36%
Holdings149
See how much of AGCLX you already own
AGCLX Mutual Fund
NAV$20.39
Global Small Cap Fund Class A
AUM$5M
TER1.36%
Holdings149
See how much of AGCLX you already own
AGCLX Mutual Fund Overlap Analysis
AGCLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AGCLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 149 holdings, AGCLX may share significant positions with broad-market funds.
AGCLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AGCLX tax-loss harvesting finds highly correlated but non-identical funds.