SMXAX Mutual Fund

NAV$20.88

TER0.20%

Holdings2,300

See how much of SMXAX you already own

Just $25 once·$69/mo·Download sample

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SMXAX Mutual Fund

NAV$20.88

SEI Institutional Investments Trust - Extended Market Index Fund Class A

TER0.20%

Holdings2,300

See how much of SMXAX you already own

Just $25 once·$69/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 SMXAX 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 SMXAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SMXAX Mutual Fund Overlap Analysis

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

SMXAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2300 holdings, SMXAX may share significant positions with broad-market funds.

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