SMDJX Mutual Fund

NAV$12.38

TER0.89%

Holdings177

SMDJX Mutual Fund

NAV$12.38

American Funds US Small & Mid Cap Equity Fund Class F1

TER0.89%

Holdings177

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Holdings Overlap Analysis

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

SMDJX Mutual Fund Overlap Analysis

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

SMDJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 177 holdings, SMDJX may share significant positions with broad-market funds.

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