AMGAX Mutual Fund
AMGAX Mutual Fund
NAV$19.46
AUM$198M
TER1.22%
Holdings74
See how much of AMGAX you already own
AMGAX Mutual Fund
NAV$19.46
Alger Mid Cap Growth Fund Class A
AUM$198M
TER1.22%
Holdings74
See how much of AMGAX you already own
AMGAX Mutual Fund Overlap Analysis
AMGAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AMGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, AMGAX may share significant positions with broad-market funds.
AMGAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AMGAX tax-loss harvesting finds highly correlated but non-identical funds.