SGICX Mutual Fund

NAV$18.67

AUM$1M

TER1.98%

Holdings96

SGICX Mutual Fund

NAV$18.67

SGI US Large Cap Equity Fund Class C

AUM$1M

TER1.98%

Holdings96

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Holdings Overlap Analysis

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

SGICX Mutual Fund Overlap Analysis

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

SGICX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 96 holdings, SGICX may share significant positions with broad-market funds.

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