SZMCX Mutual Fund Holdings Overlap Calculator | MarketXLS

SZMCX Mutual Fund

NAV$10.92

AUM$2M

TER1.38%

Holdings321

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SZMCX Mutual Fund

NAV$10.92

DWS Intermediate Tax-Free Fund Class C

AUM$2M

TER1.38%

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

SZMCX Mutual Fund Overlap Analysis

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

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

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