AGGIX Mutual Fund
NAV$12.86
AUM$81M
TER0.90%
Holdings43
AGGIX Mutual Fund
NAV$12.86
American Century Focused Global Growth Fund Class I
AUM$81M
TER0.90%
Holdings43
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AGGIX Mutual Fund Overlap Analysis
AGGIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AGGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, AGGIX may share significant positions with broad-market funds.
AGGIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AGGIX tax-loss harvesting finds highly correlated but non-identical funds.