SMCCX Mutual Fund

NAV$8.99

AUM$464,377.13

TER1.90%

Holdings310

SMCCX Mutual Fund

NAV$8.99

ALPS/Smith Credit Opportunities Fund Class C

AUM$464,377.13

TER1.90%

Holdings310

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Holdings Overlap Analysis

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

SMCCX Mutual Fund Overlap Analysis

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

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

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