ALNVX Mutual Fund
ALNVX Mutual Fund
NAV$8.81
AUM$248M
TER0.51%
Holdings242
See how much of ALNVX you already own
ALNVX Mutual Fund
NAV$8.81
AB New York Portfolio Advisor Class
AUM$248M
TER0.51%
Holdings242
See how much of ALNVX you already own
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 242 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.