SMASX Mutual Fund Analysis & Holdings | MarketXLS

SMASX Mutual Fund

NAV$10.21

AUM$6M

TER0.79%

Holdings170

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SMASX Mutual Fund

NAV$10.21

ALPS/Smith Short Duration Bond Fund Class A

AUM$6M

TER0.79%

Holdings170

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

SMASX Mutual Fund Overlap Analysis

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

SMASX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 170 holdings, SMASX may share significant positions with broad-market funds.

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