SLCGX Mutual Fund Analysis & Holdings | MarketXLS

SLCGX Mutual Fund

NAV$32.25

AUM$30M

TER1.83%

Holdings59

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SLCGX Mutual Fund

NAV$32.25

Saratoga Large Capitalization Growth Portfolio Class I

AUM$30M

TER1.83%

Holdings59

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

SLCGX Mutual Fund Overlap Analysis

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

SLCGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, SLCGX may share significant positions with broad-market funds.

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