SGCIX Mutual Fund
SGCIX Mutual Fund
NAV$9.92
AUM$831,305.4
Holdings14
See how much of SGCIX you already own
SGCIX Mutual Fund
NAV$9.92
SGI Conservative Fund Class I shares
AUM$831,305.4
Holdings14
See how much of SGCIX you already own
SGCIX Mutual Fund Overlap Analysis
SGCIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SGCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, SGCIX may share significant positions with broad-market funds.
SGCIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SGCIX tax-loss harvesting finds highly correlated but non-identical funds.