SGVSX Mutual Fund

NAV$8.25

AUM$12M

TER0.72%

Holdings442

SGVSX Mutual Fund

NAV$8.25

Western Asset Mortgage Total Return Fund Class 1

AUM$12M

TER0.72%

Holdings442

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Holdings Overlap Analysis

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

SGVSX Mutual Fund Overlap Analysis

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

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

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