AOFAX Mutual Fund Analysis & Holdings | MarketXLS

AOFAX Mutual Fund

NAV$25.49

AUM$133M

TER1.30%

Holdings52

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AOFAX Mutual Fund

NAV$25.49

Alger Small Cap Focus Fund Class A

AUM$133M

TER1.30%

Holdings52

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

AOFAX Mutual Fund Overlap Analysis

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

AOFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, AOFAX may share significant positions with broad-market funds.

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