SGFCX Mutual Fund
SGFCX Mutual Fund
NAV$48.65
AUM$3M
TER2.28%
Holdings90
See how much of SGFCX you already own
SGFCX Mutual Fund
NAV$48.65
Sparrow Growth Fund Class C
AUM$3M
TER2.28%
Holdings90
See how much of SGFCX you already own
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 90 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.