SGSLX Mutual Fund
NAV$8.15
AUM$25,011.61
TER1.75%
Holdings442
SGSLX Mutual Fund
NAV$8.15
Western Asset Mortgage Total Return Fund Class C1
AUM$25,011.61
TER1.75%
Holdings442
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SGSLX Mutual Fund Overlap Analysis
SGSLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SGSLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 442 holdings, SGSLX may share significant positions with broad-market funds.
SGSLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SGSLX tax-loss harvesting finds highly correlated but non-identical funds.