ALSAX Mutual Fund Analysis & Holdings | MarketXLS

ALSAX Mutual Fund

NAV$14.45

AUM$120M

TER1.32%

Holdings110

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ALSAX Mutual Fund

NAV$14.45

Alger Small Cap Growth Fund Class A

AUM$120M

TER1.32%

Holdings110

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

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.