AAICX Mutual Fund
NAV$19.55
AUM$923,687.45
TER1.61%
Holdings55
AAICX Mutual Fund
NAV$19.55
Alger AI Enablers & Adopters Fund Class C
AUM$923,687.45
TER1.61%
Holdings55

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AAICX Mutual Fund Overlap Analysis
AAICX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AAICX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 55 holdings, AAICX may share significant positions with broad-market funds.
AAICX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AAICX tax-loss harvesting finds highly correlated but non-identical funds.