SMBAX Mutual Fund

NAV$8.58

AUM$18,653.11

TER4.90%

Holdings2

See how much of SMBAX you already own

Just $25 once·$69/mo·Download sample

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SMBAX Mutual Fund

NAV$8.58

Saratoga Advantage Trust Municipal Bond Portfolio Class A

AUM$18,653.11

TER4.90%

Holdings2

See how much of SMBAX 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 SMBAX 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 SMBAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SMBAX Mutual Fund Overlap Analysis

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

SMBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2 holdings, SMBAX may share significant positions with broad-market funds.

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