AGDAX Mutual Fund

NAV$6.93

AUM$764M

TER0.86%

Holdings1,054

AGDAX Mutual Fund

NAV$6.93

AB High Income Fund Class A

AUM$764M

TER0.86%

Holdings1,054

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Holdings Overlap Analysis

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

AGDAX Mutual Fund Overlap Analysis

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

AGDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1054 holdings, AGDAX may share significant positions with broad-market funds.

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