SGVAX Mutual Fund

NAV$8.24

AUM$284M

TER0.98%

Holdings442

SGVAX Mutual Fund

NAV$8.24

Western Asset Mortgage Total Return Fund Class A

AUM$284M

TER0.98%

Holdings442

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Holdings Overlap Analysis

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

SGVAX Mutual Fund Overlap Analysis

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

SGVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 442 holdings, SGVAX may share significant positions with broad-market funds.

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