AGRCX Mutual Fund
AGRCX Mutual Fund
NAV$137.59
AUM$21M
TER1.85%
Holdings66
AGRCX Mutual Fund
NAV$137.59
AB Growth Fund Class C
AUM$21M
TER1.85%
Holdings66
AGRCX Mutual Fund Overlap Analysis
AGRCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AGRCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, AGRCX may share significant positions with broad-market funds.
AGRCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AGRCX tax-loss harvesting finds highly correlated but non-identical funds.