SMDYX Mutual Fund

NAV$5.05

AUM$80M

TER0.40%

Holdings147

See how much of SMDYX you already own

Just $25 once·$99/mo·Download sample

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SMDYX Mutual Fund

NAV$5.05

Western Asset Short Duration Municipal Income Fund Class I

AUM$80M

TER0.40%

Holdings147

See how much of SMDYX 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 SMDYX 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 SMDYX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SMDYX Mutual Fund Overlap Analysis

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

SMDYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 147 holdings, SMDYX may share significant positions with broad-market funds.

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