SMGAX Mutual Fund

NAV$12.28

TER1.24%

Holdings4

SMGAX Mutual Fund

NAV$12.28

SEI Conservative Strategy Allocation Fund Class F

TER1.24%

Holdings4

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Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

SMGAX Mutual Fund Overlap Analysis

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

SMGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4 holdings, SMGAX may share significant positions with broad-market funds.

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