SWMRX Mutual Fund

SWMRX Mutual Fund

NAV$21.01
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$45/quarter Pro · Cancel anytime
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Holdings Overlap Analysis

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

SWMRX Mutual Fund Overlap Analysis

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

SWMRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, SWMRX may share significant positions with broad-market funds.

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