SMACX Mutual Fund

NAV$11.34

AUM$17.35

TER2.20%

Holdings9

SMACX Mutual Fund

NAV$11.34

Saratoga Moderately Conservative Balanced Allocation Portfolio Class A

AUM$17.35

TER2.20%

Holdings9

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Holdings Overlap Analysis

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

SMACX Mutual Fund Overlap Analysis

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

SMACX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, SMACX may share significant positions with broad-market funds.

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