SGPSX Mutual Fund
SGPSX Mutual Fund
NAV$100.58
AUM$1M
TER2.78%
Holdings336
See how much of SGPSX you already own
SGPSX Mutual Fund
NAV$100.58
Small-Cap Growth ProFund
AUM$1M
TER2.78%
Holdings336
See how much of SGPSX you already own
SGPSX Mutual Fund Overlap Analysis
SGPSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SGPSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 336 holdings, SGPSX may share significant positions with broad-market funds.
SGPSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SGPSX tax-loss harvesting finds highly correlated but non-identical funds.