AZNCX Mutual Fund Analysis & Holdings | MarketXLS

AZNCX Mutual Fund

NAV$10.21

AUM$596M

TER1.90%

Holdings347

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AZNCX Mutual Fund

NAV$10.21

Virtus Income & Growth Fund Class C

AUM$596M

TER1.90%

Holdings347

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

AZNCX Mutual Fund Overlap Analysis

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

AZNCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 347 holdings, AZNCX may share significant positions with broad-market funds.

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