SMLSX Mutual Fund Analysis & Holdings | MarketXLS

SMLSX Mutual Fund

NAV$6.03

AUM$184M

TER0.45%

Holdings377

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SMLSX Mutual Fund

NAV$6.03

Western Asset Intermediate-Term Municipals Fund Class IS

AUM$184M

TER0.45%

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

SMLSX Mutual Fund Overlap Analysis

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

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

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