AVGCX Mutual Fund Analysis & Holdings | MarketXLS

AVGCX Mutual Fund

NAV$12.77

AUM$574,000

TER2.15%

Holdings146

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AVGCX Mutual Fund

NAV$12.77

BNY Mellon Dynamic Total Return Fund Class C

AUM$574,000

TER2.15%

Holdings146

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

AVGCX Mutual Fund Overlap Analysis

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

AVGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 146 holdings, AVGCX may share significant positions with broad-market funds.

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