AFOZX Mutual Fund

NAV$22.95

AUM$303M

TER0.82%

Holdings53

AFOZX Mutual Fund

NAV$22.95

Alger Mid Cap Focus Fund Class Z

AUM$303M

TER0.82%

Holdings53

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Holdings Overlap Analysis

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

AFOZX Mutual Fund Overlap Analysis

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

AFOZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 53 holdings, AFOZX may share significant positions with broad-market funds.

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