AGDCX Mutual Fund
AGDCX Mutual Fund
NAV$7.03
AUM$104M
TER1.61%
Holdings1,054
See how much of AGDCX you already own
AGDCX Mutual Fund
NAV$7.03
AB High Income Fund Class C
AUM$104M
TER1.61%
Holdings1,054
See how much of AGDCX you already own
AGDCX Mutual Fund Overlap Analysis
AGDCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AGDCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1054 holdings, AGDCX may share significant positions with broad-market funds.
AGDCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AGDCX tax-loss harvesting finds highly correlated but non-identical funds.