SRGIX Mutual Fund Analysis & Holdings | MarketXLS

SRGIX Mutual Fund

NAV$10.66

TER1.31%

Holdings17

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SRGIX Mutual Fund

NAV$10.66

Stringer Tactical Adaptive Risk Fund Institutional Class

TER1.31%

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

SRGIX Mutual Fund Overlap Analysis

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

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

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