SCGVX Mutual Fund
NAV$22.87
AUM$24M
TER1.21%
Holdings37
SCGVX Mutual Fund
NAV$22.87
Sands Capital Global Growth Fund Investor Class
AUM$24M
TER1.21%
Holdings37
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SCGVX Mutual Fund Overlap Analysis
SCGVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SCGVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, SCGVX may share significant positions with broad-market funds.
SCGVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SCGVX tax-loss harvesting finds highly correlated but non-identical funds.