SASMX Mutual Fund
SASMX Mutual Fund
NAV$34.97
AUM$596M
TER1.20%
Holdings96
See how much of SASMX you already own
SASMX Mutual Fund
NAV$34.97
ClearBridge Small Cap Growth Fund Class A
AUM$596M
TER1.20%
Holdings96
See how much of SASMX you already own
SASMX Mutual Fund Overlap Analysis
SASMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SASMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 96 holdings, SASMX may share significant positions with broad-market funds.
SASMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SASMX tax-loss harvesting finds highly correlated but non-identical funds.