SSGFX Mutual Fund
SSGFX Mutual Fund
NAV$69.75
AUM$5M
TER0.98%
Holdings29
SSGFX Mutual Fund
NAV$69.75
Saturna Growth Fund Investor Class
AUM$5M
TER0.98%
Holdings29
SSGFX Mutual Fund Overlap Analysis
SSGFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SSGFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, SSGFX may share significant positions with broad-market funds.
SSGFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSGFX tax-loss harvesting finds highly correlated but non-identical funds.