SMSAX Mutual Fund Analysis & Holdings | MarketXLS

SMSAX Mutual Fund

NAV$10.76

AUM$234M

TER2.93%

Holdings418

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SMSAX Mutual Fund

NAV$10.76

SIMT Multi Strategy Alternative Fund Class F

AUM$234M

TER2.93%

Holdings418

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

SMSAX Mutual Fund Overlap Analysis

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

SMSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 418 holdings, SMSAX may share significant positions with broad-market funds.

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