SMPAX Mutual Fund

NAV$12.42

AUM$40,155.89

TER2.33%

Holdings11

SMPAX Mutual Fund

NAV$12.42

Saratoga Moderate Balanced Allocation Portfolio Class A

AUM$40,155.89

TER2.33%

Holdings11

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Holdings Overlap Analysis

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

SMPAX Mutual Fund Overlap Analysis

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

SMPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, SMPAX may share significant positions with broad-market funds.

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