SMTHX Mutual Fund

NAV$9.34

AUM$3.4B

TER0.59%

Holdings1,681

See how much of SMTHX you already own

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SMTHX Mutual Fund

NAV$9.34

ALPS/Smith Total Return Bond Fund Class I

AUM$3.4B

TER0.59%

Holdings1,681

See how much of SMTHX 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 SMTHX 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 SMTHX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SMTHX Mutual Fund Overlap Analysis

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

SMTHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1681 holdings, SMTHX may share significant positions with broad-market funds.

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