SMYIX Mutual Fund Analysis & Holdings | MarketXLS

SMYIX Mutual Fund

NAV$32.30

AUM$180M

TER0.95%

Holdings129

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SMYIX Mutual Fund

NAV$32.30

Franklin Global Equity Fund Class I

AUM$180M

TER0.95%

Holdings129

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

SMYIX Mutual Fund Overlap Analysis

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

SMYIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 129 holdings, SMYIX may share significant positions with broad-market funds.

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