ALVOX Mutual Fund

NAV$146.52

AUM$697M

TER0.94%

Holdings71

ALVOX Mutual Fund

NAV$146.52

Alger Capital Appreciation Portfolio Class I2

AUM$697M

TER0.94%

Holdings71

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Holdings Overlap Analysis

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

ALVOX Mutual Fund Overlap Analysis

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

ALVOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 71 holdings, ALVOX may share significant positions with broad-market funds.

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