ALOIX Mutual Fund Analysis & Holdings | MarketXLS

ALOIX Mutual Fund

NAV$46.38

AUM$22M

TER1.04%

Holdings132

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ALOIX Mutual Fund

NAV$46.38

Virtus International Small-Cap Fund Institutional Class

AUM$22M

TER1.04%

Holdings132

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

ALOIX Mutual Fund Overlap Analysis

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

ALOIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 132 holdings, ALOIX may share significant positions with broad-market funds.

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