SKGAX Mutual Fund
SKGAX Mutual Fund
NAV$19.80
AUM$14,995.09
TER1.25%
Holdings97
See how much of SKGAX you already own
SKGAX Mutual Fund
NAV$19.80
Steward Small Cap Growth Fund Class A
AUM$14,995.09
TER1.25%
Holdings97
See how much of SKGAX you already own
SKGAX Mutual Fund Overlap Analysis
SKGAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SKGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 97 holdings, SKGAX may share significant positions with broad-market funds.
SKGAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SKGAX tax-loss harvesting finds highly correlated but non-identical funds.