AGCVX Mutual Fund Analysis & Holdings | MarketXLS

AGCVX Mutual Fund

NAV$22.29

AUM$41M

TER1.11%

Holdings136

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AGCVX Mutual Fund

NAV$22.29

Global Small Cap Fund Investor Class

AUM$41M

TER1.11%

Holdings136

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

AGCVX Mutual Fund Overlap Analysis

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

AGCVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 136 holdings, AGCVX may share significant positions with broad-market funds.

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