SZMAX Mutual Fund Analysis & Holdings | MarketXLS

SZMAX Mutual Fund

NAV$10.92

AUM$89M

TER0.63%

Holdings321

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SZMAX Mutual Fund

NAV$10.92

DWS Intermediate Tax-Free Fund Class A

AUM$89M

TER0.63%

Holdings321

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

SZMAX Mutual Fund Overlap Analysis

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

SZMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 321 holdings, SZMAX may share significant positions with broad-market funds.

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