SIGWX Mutual Fund
SIGWX Mutual Fund
NAV$8.87
AUM$1.1B
TER0.90%
Holdings78
See how much of SIGWX you already own
SIGWX Mutual Fund
NAV$8.87
Touchstone Small Company Fund Class Y
AUM$1.1B
TER0.90%
Holdings78
See how much of SIGWX you already own
SIGWX Mutual Fund Overlap Analysis
SIGWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SIGWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 78 holdings, SIGWX may share significant positions with broad-market funds.
SIGWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SIGWX tax-loss harvesting finds highly correlated but non-identical funds.