ALARX Mutual Fund Analysis & Holdings | MarketXLS

ALARX Mutual Fund

NAV$61.44

AUM$1.2B

TER1.25%

Holdings76

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ALARX Mutual Fund

NAV$61.44

Alger Capital Appreciation Institutional Fund Class I

AUM$1.2B

TER1.25%

Holdings76

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

ALARX Mutual Fund Overlap Analysis

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

ALARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, ALARX may share significant positions with broad-market funds.

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