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ALCEX Mutual Fund Price & Analysis

ALCEX is a mutual fund that focuses on investing in large-cap value stocks in the United States. It is part of the Avantis family of funds and is classified as a G Class fund. This fund aims to provide investors with long-term capital appreciation by selecting undervalued stocks with strong fundamentals and potential for growth. With a focus on large-cap companies, ALCEX offers a diversified portfolio of established and stable companies that have the potential to outperform the market. This fund is suitable for investors looking for a conservative approach to investing in the U.S. stock market.

ALCEX Mutual Fund Chart & Stats

Previous Close$13.59
Sub-CategoryLarge Cap
Total Liabilities13.99M
Expense Ratio0.01%
Holding Count283
Brandamerican century etf trust
0.33 (2.44%)
CategoryEquity
Total Assets267.63M
Shares OutstandingN/A
52-Week Range$10.55 - $13.72

ALCEX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
USD_CASH
State Street Institutional US Government Money Market Fund
6.72%
Meta Platforms, Inc.
2.67%
JPMorgan Chase & Co.
2.47%
Apple Inc
2.41%
Costco Wholesale Corp.
2.12%
Johnson & Johnson
1.75%
Visa Inc.
1.69%
Exxon Mobil Corp.
1.62%
Amazon.Com, Inc.
1.37%
Verizon Communications
1.36%
Total24.19%

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