SJGIX Mutual Fund
SJGIX Mutual Fund
NAV$36.85
AUM$278M
TER0.75%
Holdings73
See how much of SJGIX you already own
SJGIX Mutual Fund
NAV$36.85
Steward Large Cap Growth Fund Institutional Class
AUM$278M
TER0.75%
Holdings73
See how much of SJGIX you already own
SJGIX Mutual Fund Overlap Analysis
SJGIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SJGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 73 holdings, SJGIX may share significant positions with broad-market funds.
SJGIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SJGIX tax-loss harvesting finds highly correlated but non-identical funds.