SPMVX Mutual Fund Holdings Overlap Calculator | MarketXLS

SPMVX Mutual Fund

NAV$11.34

AUM$38,133.2

TER1.10%

Holdings48

See what you own twice

Check SPMVX against your other funds. Free for up to 5.

Check my overlap

SPMVX Mutual Fund

NAV$11.34

Invesco SteelPath MLP Select 40 Fund Class R5

AUM$38,133.2

TER1.10%

Holdings48

See what you own twice

Check SPMVX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

SPMVX Mutual Fund Overlap Analysis

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

SPMVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, SPMVX may share significant positions with broad-market funds.

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