SPMFX Mutual Fund Analysis & Holdings | MarketXLS

SPMFX Mutual Fund

NAV$9.98

AUM$40M

TER0.52%

Holdings10

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SPMFX Mutual Fund

NAV$9.98

Symmetry Panoramic Municipal Fixed Income Fund Class I Shares

AUM$40M

TER0.52%

Holdings10

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

SPMFX Mutual Fund Overlap Analysis

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

SPMFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, SPMFX may share significant positions with broad-market funds.

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