AGIRX Mutual Fund
AGIRX Mutual Fund
NAV$22.94
AUM$5M
TER1.87%
Holdings74
See how much of AGIRX you already own
AGIRX Mutual Fund
NAV$22.94
Alger Mid Cap Growth Institutional Fund Class R
AUM$5M
TER1.87%
Holdings74
See how much of AGIRX you already own
AGIRX Mutual Fund Overlap Analysis
AGIRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AGIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, AGIRX may share significant positions with broad-market funds.
AGIRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AGIRX tax-loss harvesting finds highly correlated but non-identical funds.