SGMAX Mutual Fund

NAV$12.98

TER0.72%

Holdings810

SGMAX Mutual Fund

NAV$12.98

SEI Institutional Investments Trust - Global Managed Volatility Fund Class A

TER0.72%

Holdings810

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Holdings Overlap Analysis

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

SGMAX Mutual Fund Overlap Analysis

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

SGMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 810 holdings, SGMAX may share significant positions with broad-market funds.

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