SMCVX Mutual Fund Analysis & Holdings | MarketXLS

SMCVX Mutual Fund

NAV$9.08

AUM$244,077.45

TER1.20%

Holdings310

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SMCVX Mutual Fund

NAV$9.08

ALPS/Smith Credit Opportunities Fund Investor Class

AUM$244,077.45

TER1.20%

Holdings310

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

SMCVX Mutual Fund Overlap Analysis

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

SMCVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 310 holdings, SMCVX may share significant positions with broad-market funds.

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