SMCIX Mutual Fund Analysis & Holdings | MarketXLS

SMCIX Mutual Fund

NAV$25.77

AUM$50M

TER0.86%

Holdings594

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SMCIX Mutual Fund

NAV$25.77

S&P SmallCap Index Fund Investor Class

AUM$50M

TER0.86%

Holdings594

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

SMCIX Mutual Fund Overlap Analysis

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

SMCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 594 holdings, SMCIX may share significant positions with broad-market funds.

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