SMSDX Mutual Fund

NAV$12.99

AUM$4M

TER2.04%

Holdings17

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SMSDX Mutual Fund

NAV$12.99

SAAT Moderate Strategy Fund Class D

AUM$4M

TER2.04%

Holdings17

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

FundXLS Pro

See the full sector breakdown of SMSDX

Sector concentration, industry allocation and the exact weight of every sector.

X-ray my whole portfolio$45/quarter Pro · Cancel anytime

From MarketXLS, trusted since 2014.

Sector Concentration AnalysisPRO

Top 3 Sectors

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of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
—	—	—

Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

SMSDX Mutual Fund Sector Allocation

SMSDX sector allocation breaks down across multiple sectors. Across 17 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

SMSDX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

SMSDX geographic allocation shows country exposure. SMSDX overlap calculator reveals how sector exposure compares with other funds.