AGLOX Mutual Fund
AGLOX Mutual Fund
NAV$17.13
AUM$16M
TER1.19%
Holdings76
See how much of AGLOX you already own
AGLOX Mutual Fund
NAV$17.13
Ariel Global Fund Investor Class
AUM$16M
TER1.19%
Holdings76
See how much of AGLOX you already own
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.