APGAX Mutual Fund Holdings Overlap Calculator | MarketXLS

APGAX Mutual Fund

NAV$102.84

AUM$4.5B

TER0.80%

Holdings62

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APGAX Mutual Fund

NAV$102.84

AB Large Cap Growth Fund Class A

AUM$4.5B

TER0.80%

Holdings62

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

APGAX Mutual Fund Overlap Analysis

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

APGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, APGAX may share significant positions with broad-market funds.

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