ALCVX Mutual Fund Analysis & Holdings | MarketXLS

ALCVX Mutual Fund

NAV$10.42

AUM$833M

TER0.50%

Holdings435

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ALCVX Mutual Fund

NAV$10.42

AB California Portfolio Advisor Class

AUM$833M

TER0.50%

Holdings435

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

ALCVX Mutual Fund Overlap Analysis

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

ALCVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 435 holdings, ALCVX may share significant positions with broad-market funds.

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