SMAMX Mutual Fund

NAV$9.52

AUM$21M

TER0.89%

Holdings1,644

SMAMX Mutual Fund

NAV$9.52

ALPS/Smith Total Return Bond Fund Class A

AUM$21M

TER0.89%

Holdings1,644

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Holdings Overlap Analysis

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

SMAMX Mutual Fund Overlap Analysis

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

SMAMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1644 holdings, SMAMX may share significant positions with broad-market funds.

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