ADVGX Mutual Fund

NAV$16.19

AUM$22M

TER0.94%

Holdings34

ADVGX Mutual Fund

NAV$16.19

North Square Select Small Cap Fund Class I

AUM$22M

TER0.94%

Holdings34

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Holdings Overlap Analysis

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

ADVGX Mutual Fund Overlap Analysis

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

ADVGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, ADVGX may share significant positions with broad-market funds.

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