SMMRX Mutual Fund Analysis & Holdings | MarketXLS

SMMRX Mutual Fund

NAV$29.24

TER1.22%

Holdings63

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SMMRX Mutual Fund

NAV$29.24

Invesco Summit Fund Class R

TER1.22%

Holdings63

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

SMMRX Mutual Fund Overlap Analysis

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

SMMRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, SMMRX may share significant positions with broad-market funds.

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