SPMQX Mutual Fund Analysis & Holdings | MarketXLS

SPMQX Mutual Fund

NAV$7.28

AUM$11,309.51

TER1.56%

Holdings29

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SPMQX Mutual Fund

NAV$7.28

Invesco SteelPath MLP Income Fund Class R5

AUM$11,309.51

TER1.56%

Holdings29

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

SPMQX Mutual Fund Overlap Analysis

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

SPMQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, SPMQX may share significant positions with broad-market funds.

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