AGDYX Mutual Fund

NAV$6.98

AUM$2.0B

TER0.61%

Holdings1,054

AGDYX Mutual Fund

NAV$6.98

AB High Income Fund

AUM$2.0B

TER0.61%

Holdings1,054

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Holdings Overlap Analysis

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

AGDYX Mutual Fund Overlap Analysis

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

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

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