SLGCX Mutual Fund Analysis & Holdings | MarketXLS

SLGCX Mutual Fund

NAV$2.07

AUM$408,959.85

TER2.83%

Holdings59

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SLGCX Mutual Fund

NAV$2.07

Saratoga Large Capitalization Growth Portfolio Class C

AUM$408,959.85

TER2.83%

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

SLGCX Mutual Fund Overlap Analysis

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

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

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