SMBCX Mutual Fund Holdings Overlap Calculator | MarketXLS

SMBCX Mutual Fund

NAV$8.53

AUM$20,437.78

TER5.47%

Holdings2

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SMBCX Mutual Fund

NAV$8.53

Saratoga Advantage Trust Municipal Bond Portfolio Class C

AUM$20,437.78

TER5.47%

Holdings2

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

SMBCX Mutual Fund Overlap Analysis

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

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

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