SMSRX Mutual Fund

NAV$7.39

AUM$21M

TER0.45%

Holdings234

See how much of SMSRX you already own

Just $25 once·$99/mo·Download sample

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SMSRX Mutual Fund

NAV$7.39

Hartford Schroders Emerging Markets Multi-Sector Bond Fund (Class SDR)

AUM$21M

TER0.45%

Holdings234

See how much of SMSRX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

SMSRX Mutual Fund Overlap Analysis

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

SMSRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 234 holdings, SMSRX may share significant positions with broad-market funds.

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