ALCEX Mutual Fund

NAV$20.07

Holdings204

ALCEX Mutual Fund

NAV$20.07

Avantis US Large Cap Value Fund Class G

Holdings204

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Holdings Overlap Analysis

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

ALCEX Mutual Fund Overlap Analysis

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

ALCEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 204 holdings, ALCEX may share significant positions with broad-market funds.

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