ARGFX Mutual Fund
ARGFX Mutual Fund
NAV$86.26
AUM$1.3B
TER1.01%
Holdings36
See how much of ARGFX you already own
ARGFX Mutual Fund
NAV$86.26
Ariel Fund Investor Class
AUM$1.3B
TER1.01%
Holdings36
See how much of ARGFX you already own
ARGFX Mutual Fund Overlap Analysis
ARGFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ARGFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, ARGFX may share significant positions with broad-market funds.
ARGFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ARGFX tax-loss harvesting finds highly correlated but non-identical funds.