ALNBX Mutual Fund Analysis & Holdings | MarketXLS

ALNBX Mutual Fund

AUM$106,266.23

Holdings236

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ALNBX Mutual Fund

AB New York Portfolio Class B

AUM$106,266.23

Holdings236

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

ALNBX Mutual Fund Overlap Analysis

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

ALNBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 236 holdings, ALNBX may share significant positions with broad-market funds.

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