SPMJX Mutual Fund
SPMJX Mutual Fund
NAV$7.74
AUM$7M
TER3.99%
Holdings20
See how much of SPMJX you already own
SPMJX Mutual Fund
NAV$7.74
Invesco SteelPath MLP Alpha Plus Fund Class R
AUM$7M
TER3.99%
Holdings20
See how much of SPMJX you already own
SPMJX Mutual Fund Overlap Analysis
SPMJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SPMJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, SPMJX may share significant positions with broad-market funds.
SPMJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SPMJX tax-loss harvesting finds highly correlated but non-identical funds.