SMIDX Mutual Fund

NAV$14.34

AUM$77M

TER1.59%

Holdings25

SMIDX Mutual Fund

NAV$14.34

SMI Dynamic Allocation Fund

AUM$77M

TER1.59%

Holdings25

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Holdings Overlap Analysis

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

SMIDX Mutual Fund Overlap Analysis

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

SMIDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, SMIDX may share significant positions with broad-market funds.

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