ALSAX Mutual Fund
ALSAX Mutual Fund
NAV$13.95
AUM$124M
TER1.32%
Holdings110
See how much of ALSAX you already own
ALSAX Mutual Fund
NAV$13.95
Alger Small Cap Growth Fund Class A
AUM$124M
TER1.32%
Holdings110
See how much of ALSAX you already own
ALSAX Mutual Fund Overlap Analysis
ALSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ALSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 110 holdings, ALSAX may share significant positions with broad-market funds.
ALSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ALSAX tax-loss harvesting finds highly correlated but non-identical funds.