AGSCX Mutual Fund
AGSCX Mutual Fund
NAV$8.76
AUM$12M
TER2.12%
Holdings110
AGSCX Mutual Fund
NAV$8.76
Alger Small Cap Growth Fund Class C
AUM$12M
TER2.12%
Holdings110
AGSCX Mutual Fund Overlap Analysis
AGSCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AGSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 110 holdings, AGSCX may share significant positions with broad-market funds.
AGSCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AGSCX tax-loss harvesting finds highly correlated but non-identical funds.