SLGYX Mutual Fund Holdings Overlap Calculator | MarketXLS

SLGYX Mutual Fund

NAV$24.27

AUM$3M

TER2.23%

Holdings59

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SLGYX Mutual Fund

NAV$24.27

Saratoga Large Capitalization Growth Portfolio Class A

AUM$3M

TER2.23%

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

SLGYX Mutual Fund Overlap Analysis

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

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

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