SRGCX Mutual Fund Analysis & Holdings | MarketXLS

SRGCX Mutual Fund

NAV$10.44

TER2.31%

Holdings17

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SRGCX Mutual Fund

NAV$10.44

Stringer Tactical Adaptive Risk Fund Class C

TER2.31%

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

SRGCX Mutual Fund Overlap Analysis

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

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

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