AIGYX Mutual Fund
AIGYX Mutual Fund
NAV$12.12
AUM$40M
TER0.99%
Holdings28
AIGYX Mutual Fund
NAV$12.12
Abrdn Real Estate Fund Institutional Class
AUM$40M
TER0.99%
Holdings28
AIGYX Mutual Fund Overlap Analysis
AIGYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AIGYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, AIGYX may share significant positions with broad-market funds.
AIGYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AIGYX tax-loss harvesting finds highly correlated but non-identical funds.