AIAGX Mutual Fund
AIAGX Mutual Fund
NAV$11.88
AUM$1M
TER1.24%
Holdings28
See how much of AIAGX you already own
AIAGX Mutual Fund
NAV$11.88
Abrdn Real Estate Fund Class A
AUM$1M
TER1.24%
Holdings28
See how much of AIAGX you already own
AIAGX Mutual Fund Overlap Analysis
AIAGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AIAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, AIAGX may share significant positions with broad-market funds.
AIAGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AIAGX tax-loss harvesting finds highly correlated but non-identical funds.