AGSCX Mutual Fund
AGSCX Mutual Fund
NAV$8.44
AUM$12M
TER2.12%
Holdings110
See how much of AGSCX you already own
AGSCX Mutual Fund
NAV$8.44
Alger Small Cap Growth Fund Class C
AUM$12M
TER2.12%
Holdings110
See how much of AGSCX you already own
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.