AGREX Mutual Fund

NAV$9.57

TER1.42%

Holdings83

AGREX Mutual Fund

NAV$9.57

Invesco Global Real Estate Fund (US) Class A

TER1.42%

Holdings83

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

Compare AGREX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings AGREX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AGREX Mutual Fund Overlap Analysis

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

AGREX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, AGREX may share significant positions with broad-market funds.

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