SPGTX Mutual Fund

NAV$20.71

AUM$187M

TER0.78%

Holdings35

SPGTX Mutual Fund

NAV$20.71

Symmetry Panoramic Tax-Managed Global Equity Fund Class I Shares

AUM$187M

TER0.78%

Holdings35

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Holdings Overlap Analysis

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

SPGTX Mutual Fund Overlap Analysis

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

SPGTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, SPGTX may share significant positions with broad-market funds.

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