SGYAX Mutual Fund

NAV$6.85

TER0.57%

Holdings1,300

See how much of SGYAX you already own

Just $25 once·$69/mo·Download sample

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SGYAX Mutual Fund

NAV$6.85

SIIT High Yield Bond Fund Class A

TER0.57%

Holdings1,300

See how much of SGYAX you already own

Just $25 once·$69/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 SGYAX 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 SGYAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SGYAX Mutual Fund Overlap Analysis

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

SGYAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1300 holdings, SGYAX may share significant positions with broad-market funds.

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