CHUCX Mutual Fund Analysis & Holdings | MarketXLS

CHUCX Mutual Fund

NAV$25.81

AUM$105,483.18

TER2.25%

Holdings40

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CHUCX Mutual Fund

NAV$25.81

Alger Global Focus Fund Class C

AUM$105,483.18

TER2.25%

Holdings40

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

CHUCX Mutual Fund Overlap Analysis

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

CHUCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, CHUCX may share significant positions with broad-market funds.

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