SMCHX Mutual Fund

NAV$9.44

AUM$3M

TER1.59%

Holdings1,644

See how much of SMCHX you already own

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SMCHX Mutual Fund

NAV$9.44

ALPS/Smith Total Return Bond Fund Class C

AUM$3M

TER1.59%

Holdings1,644

See how much of SMCHX you already own

Just $25 once·$99/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 SMCHX 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 SMCHX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SMCHX Mutual Fund Overlap Analysis

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

SMCHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1644 holdings, SMCHX may share significant positions with broad-market funds.

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