SGENX Mutual Fund

NAV$88.63

AUM$18.5B

TER1.10%

Holdings233

SGENX Mutual Fund

NAV$88.63

First Eagle Global Fund Class A

AUM$18.5B

TER1.10%

Holdings233

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Holdings Overlap Analysis

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

SGENX Mutual Fund Overlap Analysis

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

SGENX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 233 holdings, SGENX may share significant positions with broad-market funds.

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