SGUXX Mutual Fund Analysis & Holdings | MarketXLS

SGUXX Mutual Fund

NAV$1.00

AUM$31.9B

TER0.19%

Holdings333

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SGUXX Mutual Fund

NAV$1.00

Schwab Government Money Fund Class Ultra Shares

AUM$31.9B

TER0.19%

Holdings333

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

SGUXX Mutual Fund Overlap Analysis

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

SGUXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 333 holdings, SGUXX may share significant positions with broad-market funds.

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