SMNCX Mutual Fund Analysis & Holdings | MarketXLS

SMNCX Mutual Fund

TER3.25%

Holdings224

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SMNCX Mutual Fund

Steward Equity Market Neutral Fund Class C

TER3.25%

Holdings224

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

SMNCX Mutual Fund Overlap Analysis

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

SMNCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 224 holdings, SMNCX may share significant positions with broad-market funds.

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