SEGIX Mutual Fund Holdings Overlap Calculator | MarketXLS

SEGIX Mutual Fund

NAV$41.36

AUM$1M

TER1.85%

Holdings103

See what you own twice

Check SEGIX against your other funds. Free for up to 5.

Check my overlap

SEGIX Mutual Fund

NAV$41.36

NAA Large Cap Value Fund Class C

AUM$1M

TER1.85%

Holdings103

See what you own twice

Check SEGIX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

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

SEGIX Mutual Fund Overlap Analysis

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

SEGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 103 holdings, SEGIX may share significant positions with broad-market funds.

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