SGPKX Mutual Fund

NAV$14.13

AUM$75M

TER1.95%

Holdings8

SGPKX Mutual Fund

NAV$14.13

SGI Peak Growth Fund Class I

AUM$75M

TER1.95%

Holdings8

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Holdings Overlap Analysis

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

SGPKX Mutual Fund Overlap Analysis

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

SGPKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, SGPKX may share significant positions with broad-market funds.

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