AGGPX Mutual Fund

NAV$35.03

AUM$373M

TER0.67%

Holdings16

AGGPX Mutual Fund

NAV$35.03

MFS Aggressive Growth Allocation Fund Class R6

AUM$373M

TER0.67%

Holdings16

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Holdings Overlap Analysis

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

AGGPX Mutual Fund Overlap Analysis

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

AGGPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, AGGPX may share significant positions with broad-market funds.

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