AGLOX Mutual Fund
NAV$17.41
AUM$16M
TER1.19%
Holdings76
AGLOX Mutual Fund
NAV$17.41
Ariel Global Fund Investor Class
AUM$16M
TER1.19%
Holdings76

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AGLOX Mutual Fund Overlap Analysis
AGLOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AGLOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, AGLOX may share significant positions with broad-market funds.
AGLOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AGLOX tax-loss harvesting finds highly correlated but non-identical funds.