SMDOX Mutual Fund

NAV$9.09

AUM$822,348.88

TER0.79%

Holdings32

SMDOX Mutual Fund

NAV$9.09

Sterling Capital SMID Opportunities Fund Inst. Class

AUM$822,348.88

TER0.79%

Holdings32

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Holdings Overlap Analysis

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

SMDOX Mutual Fund Overlap Analysis

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

SMDOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, SMDOX may share significant positions with broad-market funds.

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