SRGAX Mutual Fund Analysis & Holdings | MarketXLS

SRGAX Mutual Fund

NAV$10.64

TER1.56%

Holdings17

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SRGAX Mutual Fund

NAV$10.64

Stringer Tactical Adaptive Risk Fund Class A

TER1.56%

Holdings17

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

SRGAX Mutual Fund Overlap Analysis

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

SRGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, SRGAX may share significant positions with broad-market funds.

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