SMDLX Mutual Fund

NAV$25.00

AUM$4M

TER2.10%

Holdings79

SMDLX Mutual Fund

NAV$25.00

ClearBridge Tactical Dividend Income Fund CLass C

AUM$4M

TER2.10%

Holdings79

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Holdings Overlap Analysis

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

SMDLX Mutual Fund Overlap Analysis

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

SMDLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 79 holdings, SMDLX may share significant positions with broad-market funds.

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