AMGOX Mutual Fund
AMGOX Mutual Fund
NAV$25.82
AUM$166M
TER0.92%
Holdings70
See how much of AMGOX you already own
AMGOX Mutual Fund
NAV$25.82
Alger Mid Cap Growth Portfolio Class I2
AUM$166M
TER0.92%
Holdings70
See how much of AMGOX you already own
AMGOX Mutual Fund Overlap Analysis
AMGOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AMGOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, AMGOX may share significant positions with broad-market funds.
AMGOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AMGOX tax-loss harvesting finds highly correlated but non-identical funds.