SMRSX Mutual Fund Analysis & Holdings | MarketXLS

SMRSX Mutual Fund

NAV$10.22

AUM$23M

TER0.79%

Holdings170

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SMRSX Mutual Fund

NAV$10.22

ALPS/Smith Short Duration Bond Fund Investor Share

AUM$23M

TER0.79%

Holdings170

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

SMRSX Mutual Fund Overlap Analysis

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

SMRSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 170 holdings, SMRSX may share significant positions with broad-market funds.

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