ALNVX Mutual Fund Analysis & Holdings | MarketXLS

ALNVX Mutual Fund

NAV$9.23

AUM$264M

TER0.51%

Holdings236

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ALNVX Mutual Fund

NAV$9.23

AB New York Portfolio Advisor Class

AUM$264M

TER0.51%

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

ALNVX Mutual Fund Overlap Analysis

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

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

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