SMCAX Mutual Fund

NAV$9.03

AUM$1M

TER1.20%

Holdings310

SMCAX Mutual Fund

NAV$9.03

ALPS/Smith Credit Opportunities Fund Class A

AUM$1M

TER1.20%

Holdings310

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare SMCAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SMCAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SMCAX Mutual Fund Overlap Analysis

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

SMCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 310 holdings, SMCAX may share significant positions with broad-market funds.

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