SFGCX Mutual Fund
SFGCX Mutual Fund
NAV$15.09
AUM$895,239.03
TER1.92%
Holdings174
See how much of SFGCX you already own
SFGCX Mutual Fund
NAV$15.09
NAA World Equity Income Fund Class C
AUM$895,239.03
TER1.92%
Holdings174
See how much of SFGCX you already own
SFGCX Mutual Fund Overlap Analysis
SFGCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SFGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 174 holdings, SFGCX may share significant positions with broad-market funds.
SFGCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SFGCX tax-loss harvesting finds highly correlated but non-identical funds.