SMGSX Mutual Fund

NAV$14.75

AUM$4M

TER1.59%

Holdings16

SMGSX Mutual Fund

NAV$14.75

SAAT Market Growth Strategy Fund Class I

AUM$4M

TER1.59%

Holdings16

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Holdings Overlap Analysis

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

SMGSX Mutual Fund Overlap Analysis

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

SMGSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, SMGSX may share significant positions with broad-market funds.

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