SDGIX Mutual Fund

NAV$20.17

AUM$3.1B

TER0.54%

Holdings436

SDGIX Mutual Fund

NAV$20.17

BNY Mellon Global Fixed Income Fund Class I

AUM$3.1B

TER0.54%

Holdings436

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Holdings Overlap Analysis

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

SDGIX Mutual Fund Overlap Analysis

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

SDGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 436 holdings, SDGIX may share significant positions with broad-market funds.

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