SPGRX Mutual Fund

NAV$25.23

AUM$58M

TER0.48%

Holdings269

SPGRX Mutual Fund

NAV$25.23

DWS Equity Sector Strategy Fund Class S

AUM$58M

TER0.48%

Holdings269

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Holdings Overlap Analysis

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

SPGRX Mutual Fund Overlap Analysis

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

SPGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 269 holdings, SPGRX may share significant positions with broad-market funds.

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