SMSIX Mutual Fund

NAV$13.43

AUM$2M

TER1.54%

Holdings17

SMSIX Mutual Fund

NAV$13.43

SAAT Moderate Strategy Fund Class I

AUM$2M

TER1.54%

Holdings17

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

SMSIX Mutual Fund Overlap Analysis

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

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

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