SMCIX Mutual Fund

NAV$25.69

AUM$50M

TER0.86%

Holdings594

SMCIX Mutual Fund

NAV$25.69

S&P SmallCap Index Fund Investor Class

AUM$50M

TER0.86%

Holdings594

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Holdings Overlap Analysis

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

SMCIX Mutual Fund Overlap Analysis

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

SMCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 594 holdings, SMCIX may share significant positions with broad-market funds.

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