SGIGX Mutual Fund
SGIGX Mutual Fund
NAV$39.43
AUM$21M
TER0.91%
Holdings66
See how much of SGIGX you already own
SGIGX Mutual Fund
NAV$39.43
Steward Global Equity Income Fund Class R6
AUM$21M
TER0.91%
Holdings66
See how much of SGIGX you already own
SGIGX Mutual Fund Overlap Analysis
SGIGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SGIGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, SGIGX may share significant positions with broad-market funds.
SGIGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SGIGX tax-loss harvesting finds highly correlated but non-identical funds.