AIFIX Mutual Fund

NAV$20.90

AUM$827,166.1

TER0.84%

Holdings55

AIFIX Mutual Fund

NAV$20.90

Alger AI Enablers & Adopters Fund Class I

AUM$827,166.1

TER0.84%

Holdings55

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Holdings Overlap Analysis

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

AIFIX Mutual Fund Overlap Analysis

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

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

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