SGSLX Mutual Fund
SGSLX Mutual Fund
NAV$8.17
AUM$25,366.46
TER1.75%
Holdings422
See how much of SGSLX you already own
SGSLX Mutual Fund
NAV$8.17
Western Asset Mortgage Total Return Fund Class C1
AUM$25,366.46
TER1.75%
Holdings422
See how much of SGSLX you already own
SGSLX Mutual Fund Overlap Analysis
SGSLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SGSLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 422 holdings, SGSLX may share significant positions with broad-market funds.
SGSLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SGSLX tax-loss harvesting finds highly correlated but non-identical funds.