AMCGX Mutual Fund
AMCGX Mutual Fund
NAV$12.13
AUM$14M
TER1.94%
Holdings74
See how much of AMCGX you already own
AMCGX Mutual Fund
NAV$12.13
Alger Mid Cap Growth Fund Class B
AUM$14M
TER1.94%
Holdings74
See how much of AMCGX you already own
AMCGX Mutual Fund Overlap Analysis
AMCGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AMCGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, AMCGX may share significant positions with broad-market funds.
AMCGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AMCGX tax-loss harvesting finds highly correlated but non-identical funds.