SGENX Mutual Fund

NAV$91.25

AUM$19.2B

TER1.10%

Holdings233

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Just $25 once·$99/mo·Download sample

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SGENX Mutual Fund

NAV$91.25

First Eagle Global Fund Class A

AUM$19.2B

TER1.10%

Holdings233

See how much of SGENX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

SGENX Mutual Fund Overlap Analysis

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

SGENX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 233 holdings, SGENX may share significant positions with broad-market funds.

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