SMNIX Mutual Fund
SMNIX Mutual Fund
NAV$28.52
AUM$111M
TER2.25%
Holdings224
See how much of SMNIX you already own
SMNIX Mutual Fund
NAV$28.52
Steward Equity Market Neutral Fund Institutional Class
AUM$111M
TER2.25%
Holdings224
See how much of SMNIX you already own
SMNIX Mutual Fund Overlap Analysis
SMNIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SMNIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 224 holdings, SMNIX may share significant positions with broad-market funds.
SMNIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SMNIX tax-loss harvesting finds highly correlated but non-identical funds.