SRMAX Mutual Fund

NAV$9.85

AUM$45M

TER0.59%

Holdings137

SRMAX Mutual Fund

NAV$9.85

DWS Short Term Municipal Bond Fund Class A

AUM$45M

TER0.59%

Holdings137

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Holdings Overlap Analysis

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

SRMAX Mutual Fund Overlap Analysis

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

SRMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 137 holdings, SRMAX may share significant positions with broad-market funds.

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