SMLAX Mutual Fund Analysis & Holdings | MarketXLS

SMLAX Mutual Fund

NAV$7.93

AUM$587M

TER0.81%

Holdings386

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SMLAX Mutual Fund

NAV$7.93

DWS Managed Municipal Bond Fund Class A

AUM$587M

TER0.81%

Holdings386

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

SMLAX Mutual Fund Overlap Analysis

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

SMLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 386 holdings, SMLAX may share significant positions with broad-market funds.

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