AGPRX Mutual Fund
AGPRX Mutual Fund
NAV$9.71
TER0.80%
Holdings44
See how much of AGPRX you already own
AGPRX Mutual Fund
NAV$9.71
AGF Global Sustainable Equity Fund Class R6
TER0.80%
Holdings44
See how much of AGPRX you already own
AGPRX Mutual Fund Overlap Analysis
AGPRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AGPRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, AGPRX may share significant positions with broad-market funds.
AGPRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AGPRX tax-loss harvesting finds highly correlated but non-identical funds.