AGLOX Mutual Fund

NAV$17.09

AUM$16M

TER1.19%

Holdings76

AGLOX Mutual Fund

NAV$17.09

Ariel Global Fund Investor Class

AUM$16M

TER1.19%

Holdings76

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare AGLOX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings AGLOX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AGLOX Mutual Fund Overlap Analysis

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

AGLOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, AGLOX may share significant positions with broad-market funds.

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