SMDSX Mutual Fund Analysis & Holdings | MarketXLS

SMDSX Mutual Fund

NAV$10.22

AUM$594M

TER0.49%

Holdings170

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SMDSX Mutual Fund

NAV$10.22

ALPS/Smith Short Duration Bond Fund Class I

AUM$594M

TER0.49%

Holdings170

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

SMDSX Mutual Fund Overlap Analysis

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

SMDSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 170 holdings, SMDSX may share significant positions with broad-market funds.

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