AGVFX Mutual Fund
NAV$31.08
AUM$49M
TER0.83%
Holdings191
AGVFX Mutual Fund
NAV$31.08
American Funds Global Insight Fund Class A
AUM$49M
TER0.83%
Holdings191
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AGVFX Mutual Fund Overlap Analysis
AGVFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AGVFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 191 holdings, AGVFX may share significant positions with broad-market funds.
AGVFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AGVFX tax-loss harvesting finds highly correlated but non-identical funds.