AGCSX Mutual Fund
AGCSX Mutual Fund
NAV$22.52
AUM$24M
TER0.91%
Holdings136
See how much of AGCSX you already own
AGCSX Mutual Fund
NAV$22.52
Global Small Cap Fund Institutional Class
AUM$24M
TER0.91%
Holdings136
See how much of AGCSX you already own
AGCSX Mutual Fund Overlap Analysis
AGCSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AGCSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 136 holdings, AGCSX may share significant positions with broad-market funds.
AGCSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AGCSX tax-loss harvesting finds highly correlated but non-identical funds.