AGLYX Mutual Fund Analysis & Holdings | MarketXLS

AGLYX Mutual Fund

NAV$16.27

AUM$51M

TER0.94%

Holdings76

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AGLYX Mutual Fund

NAV$16.27

Ariel Global Fund Institutional Class

AUM$51M

TER0.94%

Holdings76

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

AGLYX Mutual Fund Overlap Analysis

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

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

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