ASPGX Mutual Fund Analysis & Holdings | MarketXLS

ASPGX Mutual Fund

NAV$13.29

AUM$6M

TER1.52%

Holdings11

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ASPGX Mutual Fund

NAV$13.29

Astor Sector Allocation Fund Class A

AUM$6M

TER1.52%

Holdings11

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

ASPGX Mutual Fund Overlap Analysis

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

ASPGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, ASPGX may share significant positions with broad-market funds.

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