SRTMX Mutual Fund Analysis & Holdings | MarketXLS

SRTMX Mutual Fund

NAV$10.60

AUM$380M

Holdings71

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

SRTMX Mutual Fund

NAV$10.60

SMA Relationship Trust Series M

AUM$380M

Holdings71

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 SRTMX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SRTMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SRTMX Mutual Fund Overlap Analysis

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

SRTMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 71 holdings, SRTMX may share significant positions with broad-market funds.

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