SMICX Mutual Fund Analysis & Holdings | MarketXLS

SMICX Mutual Fund

NAV$11.65

AUM$666,835.18

TER1.95%

Holdings9

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SMICX Mutual Fund

NAV$11.65

Saratoga Moderately Conservative Balanced Allocation Portfolio Class I

AUM$666,835.18

TER1.95%

Holdings9

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

SMICX Mutual Fund Overlap Analysis

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

SMICX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, SMICX may share significant positions with broad-market funds.

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