SMLLX Mutual Fund Analysis & Holdings | MarketXLS

SMLLX Mutual Fund

NAV$6.04

AUM$21M

TER1.26%

Holdings377

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SMLLX Mutual Fund

NAV$6.04

Western Asset Intermediate-Term Municipals Fund Class C

AUM$21M

TER1.26%

Holdings377

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

SMLLX Mutual Fund Overlap Analysis

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

SMLLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 377 holdings, SMLLX may share significant positions with broad-market funds.

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