SMINX Mutual Fund Analysis & Holdings | MarketXLS

SMINX Mutual Fund

NAV$15.15

AUM$166M

TER1.38%

Holdings580

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SMINX Mutual Fund

NAV$15.15

SIMT Tax-Managed International Managed Volatility Fund Class F

AUM$166M

TER1.38%

Holdings580

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

SMINX Mutual Fund Overlap Analysis

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

SMINX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 580 holdings, SMINX may share significant positions with broad-market funds.

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