CNECX Mutual Fund Analysis & Holdings | MarketXLS

CNECX Mutual Fund

NAV$17.58

AUM$200,404.25

TER1.56%

Holdings30

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CNECX Mutual Fund

NAV$17.58

Alger Concentrated Equity Fund Class C

AUM$200,404.25

TER1.56%

Holdings30

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

CNECX Mutual Fund Overlap Analysis

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

CNECX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, CNECX may share significant positions with broad-market funds.

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