CNEYX Mutual Fund

NAV$18.22

AUM$196,901.78

TER0.56%

Holdings30

See how much of CNEYX you already own

Just $25 once·$99/mo·Download sample

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CNEYX Mutual Fund

NAV$18.22

Alger Concentrated Equity Fund Class Y

AUM$196,901.78

TER0.56%

Holdings30

See how much of CNEYX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

CNEYX Mutual Fund Overlap Analysis

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

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

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