SPGSX Mutual Fund Analysis & Holdings | MarketXLS

SPGSX Mutual Fund

NAV$126.72

AUM$32M

TER0.90%

Holdings38

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SPGSX Mutual Fund

NAV$126.72

State Street Premier Growth Equity V.I.S. Fund Class 1

AUM$32M

TER0.90%

Holdings38

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

SPGSX Mutual Fund Overlap Analysis

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

SPGSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, SPGSX may share significant positions with broad-market funds.

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