ALVGX Mutual Fund Analysis & Holdings | MarketXLS

ALVGX Mutual Fund

NAV$12.14

AUM$8,074.19

TER0.64%

Holdings61

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ALVGX Mutual Fund

NAV$12.14

American Century Focused Large Cap Value Fund Class R5

AUM$8,074.19

TER0.64%

Holdings61

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

ALVGX Mutual Fund Overlap Analysis

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

ALVGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, ALVGX may share significant positions with broad-market funds.

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