SMALX Mutual Fund Holdings Overlap Calculator | MarketXLS

SMALX Mutual Fund

NAV$11.49

AUM$460,494.66

TER1.30%

Holdings44

See what you own twice

Check SMALX against your other funds. Free for up to 5.

Check my overlap

SMALX Mutual Fund

NAV$11.49

Western Asset Massachusetts Municipals Fund Class C

AUM$460,494.66

TER1.30%

Holdings44

See what you own twice

Check SMALX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

SMALX Mutual Fund Overlap Analysis

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

SMALX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, SMALX may share significant positions with broad-market funds.

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