AGTFX Mutual Fund Analysis & Holdings | MarketXLS

AGTFX Mutual Fund

NAV$19.58

AUM$69M

TER0.85%

Holdings13

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AGTFX Mutual Fund

NAV$19.58

Morningstar Aggressive Growth ETF Asset Allocation Portfolio

AUM$69M

TER0.85%

Holdings13

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 AGTFX 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 AGTFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AGTFX Mutual Fund Overlap Analysis

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

AGTFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, AGTFX may share significant positions with broad-market funds.

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