SGVAX Mutual Fund

NAV$8.22

AUM$284M

TER0.98%

Holdings422

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SGVAX Mutual Fund

NAV$8.22

Western Asset Mortgage Total Return Fund Class A

AUM$284M

TER0.98%

Holdings422

See how much of SGVAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

SGVAX Mutual Fund Overlap Analysis

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

SGVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 422 holdings, SGVAX may share significant positions with broad-market funds.

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