SMGEX Mutual Fund

NAV$43.80

AUM$1.2B

TER0.73%

Holdings77

SMGEX Mutual Fund

NAV$43.80

Columbia Contrarian Core Fund Class S

AUM$1.2B

TER0.73%

Holdings77

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

Compare SMGEX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SMGEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SMGEX Mutual Fund Overlap Analysis

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

SMGEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 77 holdings, SMGEX may share significant positions with broad-market funds.

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