SMSDX Mutual Fund

NAV$12.95

AUM$4M

TER2.04%

Holdings17

SMSDX Mutual Fund

NAV$12.95

SAAT Moderate Strategy Fund Class D

AUM$4M

TER2.04%

Holdings17

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

SMSDX Mutual Fund Overlap Analysis

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

SMSDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, SMSDX may share significant positions with broad-market funds.

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