SMAPX Mutual Fund

NAV$12.67

AUM$188M

TER1.32%

Holdings48

See how much of SMAPX you already own

Just $25 once·$69/mo·Download sample

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SMAPX Mutual Fund

NAV$12.67

Westwood Salient MLP & Energy Infrastructure Fund Class A

AUM$188M

TER1.32%

Holdings48

See how much of SMAPX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

SMAPX Mutual Fund Overlap Analysis

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

SMAPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, SMAPX may share significant positions with broad-market funds.

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