SAGPX Mutual Fund

NAV$21.35

AUM$1.8B

TER1.08%

Holdings27

See how much of SAGPX you already own

Just $25 once·$99/mo·Download sample

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SAGPX Mutual Fund

NAV$21.35

Principal Strategic Asset Management Conservative Growth Portfolio Class A

AUM$1.8B

TER1.08%

Holdings27

See how much of SAGPX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

SAGPX Mutual Fund Overlap Analysis

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

SAGPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, SAGPX may share significant positions with broad-market funds.

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