SJGCX Mutual Fund
SJGCX Mutual Fund
NAV$21.80
AUM$301,377.87
TER1.75%
Holdings73
See how much of SJGCX you already own
SJGCX Mutual Fund
NAV$21.80
Steward Large Cap Growth Fund Class C
AUM$301,377.87
TER1.75%
Holdings73
See how much of SJGCX you already own
SJGCX Mutual Fund Overlap Analysis
SJGCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SJGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 73 holdings, SJGCX may share significant positions with broad-market funds.
SJGCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SJGCX tax-loss harvesting finds highly correlated but non-identical funds.