SAGYX Mutual Fund

NAV$131.32

AUM$242M

TER0.84%

Holdings53

SAGYX Mutual Fund

NAV$131.32

ClearBridge Growth Fund Class I

AUM$242M

TER0.84%

Holdings53

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Holdings Overlap Analysis

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

SAGYX Mutual Fund Overlap Analysis

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

SAGYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 53 holdings, SAGYX may share significant positions with broad-market funds.

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