SEMRX Mutual Fund

NAV$9.53

AUM$77M

TER0.86%

Holdings169

SEMRX Mutual Fund

NAV$9.53

Medalist Partners Short Duration Fund Investor Shares

AUM$77M

TER0.86%

Holdings169

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Holdings Overlap Analysis

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

SEMRX Mutual Fund Overlap Analysis

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

SEMRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 169 holdings, SEMRX may share significant positions with broad-market funds.

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