SGFCX Mutual Fund

NAV$49.44

AUM$3M

TER2.28%

Holdings81

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SGFCX Mutual Fund

NAV$49.44

Sparrow Growth Fund Class C

AUM$3M

TER2.28%

Holdings81

See inside every fund you own

$99/yr 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 SGFCX 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 SGFCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SGFCX Mutual Fund Overlap Analysis

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

SGFCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 81 holdings, SGFCX may share significant positions with broad-market funds.

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