SAGCX Mutual Fund
NAV$126.85
AUM$18M
TER1.86%
Holdings53
SAGCX Mutual Fund
NAV$126.85
ClearBridge Growth Fund Class C
AUM$18M
TER1.86%
Holdings53
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SAGCX Mutual Fund Overlap Analysis
SAGCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SAGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 53 holdings, SAGCX may share significant positions with broad-market funds.
SAGCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SAGCX tax-loss harvesting finds highly correlated but non-identical funds.