SAGAX Mutual Fund

NAV$58.40

AUM$89M

TER1.25%

Holdings35

SAGAX Mutual Fund

NAV$58.40

Virtus Zevenbergen Innovative Growth Stock Fund A

AUM$89M

TER1.25%

Holdings35

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Holdings Overlap Analysis

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

SAGAX Mutual Fund Overlap Analysis

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

SAGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, SAGAX may share significant positions with broad-market funds.

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