SMMCX Mutual Fund
SMMCX Mutual Fund
NAV$14.85
AUM$15M
TER1.30%
Holdings648
SMMCX Mutual Fund
NAV$14.85
Western Asset Managed Municipals Fund Class C
AUM$15M
TER1.30%
Holdings648
SMMCX Mutual Fund Overlap Analysis
SMMCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SMMCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 648 holdings, SMMCX may share significant positions with broad-market funds.
SMMCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SMMCX tax-loss harvesting finds highly correlated but non-identical funds.