ATAGX Mutual Fund Analysis & Holdings | MarketXLS

ATAGX Mutual Fund

NAV$10.66

AUM$1M

TER2.20%

Holdings3

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

ATAGX Mutual Fund

NAV$10.66

Anchor Risk Managed Global Strategies Fund Investor Class

AUM$1M

TER2.20%

Holdings3

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 ATAGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings ATAGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ATAGX Mutual Fund Overlap Analysis

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

ATAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, ATAGX may share significant positions with broad-market funds.

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