ALFAX Mutual Fund Analysis & Holdings | MarketXLS

ALFAX Mutual Fund

NAV$32.04

TER1.47%

Holdings6

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ALFAX Mutual Fund

NAV$32.04

Lord Abbett Alpha Strategy Fund Class A

TER1.47%

Holdings6

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

ALFAX Mutual Fund Overlap Analysis

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

ALFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6 holdings, ALFAX may share significant positions with broad-market funds.

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