AMRGX Mutual Fund Analysis & Holdings | MarketXLS

AMRGX Mutual Fund

NAV$8.22

AUM$8M

TER4.66%

Holdings29

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AMRGX Mutual Fund

NAV$8.22

American Growth Fund, Inc. Series One Class D

AUM$8M

TER4.66%

Holdings29

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

AMRGX Mutual Fund Overlap Analysis

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

AMRGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, AMRGX may share significant positions with broad-market funds.

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