ALABX Mutual Fund Analysis & Holdings | MarketXLS

ALABX Mutual Fund

NAV$13.91

AUM$4M

TER1.15%

Holdings58

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ALABX Mutual Fund

NAV$13.91

ALPS Balanced Opportunity Fund Class A

AUM$4M

TER1.15%

Holdings58

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

ALABX Mutual Fund Overlap Analysis

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

ALABX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, ALABX may share significant positions with broad-market funds.

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