AIFAX Mutual Fund

NAV$20.93

AUM$15M

TER0.85%

Holdings55

AIFAX Mutual Fund

NAV$20.93

Alger AI Enablers & Adopters Fund Class A

AUM$15M

TER0.85%

Holdings55

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Holdings Overlap Analysis

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

AIFAX Mutual Fund Overlap Analysis

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

AIFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 55 holdings, AIFAX may share significant positions with broad-market funds.

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