CNEIX Mutual Fund
CNEIX Mutual Fund
NAV$17.92
AUM$221,653.88
TER0.81%
Holdings30
CNEIX Mutual Fund
NAV$17.92
Alger Concentrated Equity Fund Class I
AUM$221,653.88
TER0.81%
Holdings30
CNEIX Mutual Fund Overlap Analysis
CNEIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CNEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, CNEIX may share significant positions with broad-market funds.
CNEIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CNEIX tax-loss harvesting finds highly correlated but non-identical funds.