SGOIX Mutual Fund Analysis & Holdings | MarketXLS

SGOIX Mutual Fund

NAV$35.43

AUM$13.8B

TER0.88%

Holdings174

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SGOIX Mutual Fund

NAV$35.43

First Eagle Overseas Fund Class I

AUM$13.8B

TER0.88%

Holdings174

See inside every fund you own

$45/quarter 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 SGOIX 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 SGOIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SGOIX Mutual Fund Overlap Analysis

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

SGOIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 174 holdings, SGOIX may share significant positions with broad-market funds.

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