AMCZX Mutual Fund
NAV$19.49
AUM$91M
TER0.79%
Holdings74
AMCZX Mutual Fund
NAV$19.49
Alger Mid Cap Growth Fund Class Z
AUM$91M
TER0.79%
Holdings74
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AMCZX Mutual Fund Overlap Analysis
AMCZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AMCZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, AMCZX may share significant positions with broad-market funds.
AMCZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AMCZX tax-loss harvesting finds highly correlated but non-identical funds.