SGIIX Mutual Fund

NAV$89.81

AUM$51.1B

TER0.86%

Holdings233

SGIIX Mutual Fund

NAV$89.81

First Eagle Global Fund Class I

AUM$51.1B

TER0.86%

Holdings233

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Holdings Overlap Analysis

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

SGIIX Mutual Fund Overlap Analysis

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

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

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