AGFCX Mutual Fund
AGFCX Mutual Fund
NAV$17.09
AUM$948,297.97
TER2.03%
Holdings62
See how much of AGFCX you already own
AGFCX Mutual Fund
NAV$17.09
Alger Responsible Investing Fund Class C
AUM$948,297.97
TER2.03%
Holdings62
See how much of AGFCX you already own
AGFCX Mutual Fund Overlap Analysis
AGFCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AGFCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, AGFCX may share significant positions with broad-market funds.
AGFCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AGFCX tax-loss harvesting finds highly correlated but non-identical funds.