AMAGX Mutual Fund
AMAGX Mutual Fund
NAV$109.45
AUM$2.9B
TER0.86%
Holdings63
AMAGX Mutual Fund
NAV$109.45
Amana Growth Fund Investor Class
AUM$2.9B
TER0.86%
Holdings63
AMAGX Mutual Fund Overlap Analysis
AMAGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AMAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, AMAGX may share significant positions with broad-market funds.
AMAGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AMAGX tax-loss harvesting finds highly correlated but non-identical funds.