STMSX Mutual Fund

NAV$28.25

AUM$622M

TER1.24%

Holdings653

STMSX Mutual Fund

NAV$28.25

SIMT Tax-Managed Small/Mid Cap Fund Class F

AUM$622M

TER1.24%

Holdings653

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Holdings Overlap Analysis

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

STMSX Mutual Fund Overlap Analysis

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

STMSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 653 holdings, STMSX may share significant positions with broad-market funds.

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