SGDIX Mutual Fund Analysis & Holdings | MarketXLS

SGDIX Mutual Fund

NAV$139.85

AUM$464M

TER1.06%

Holdings53

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SGDIX Mutual Fund

NAV$139.85

Sprott Gold Equity Fund Institutional Class

AUM$464M

TER1.06%

Holdings53

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

SGDIX Mutual Fund Overlap Analysis

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

SGDIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 53 holdings, SGDIX may share significant positions with broad-market funds.

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