SMSRX Mutual Fund

NAV$7.39

AUM$21M

TER0.45%

Holdings234

SMSRX Mutual Fund

NAV$7.39

Hartford Schroders Emerging Markets Multi-Sector Bond Fund (Class SDR)

AUM$21M

TER0.45%

Holdings234

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

SMSRX Mutual Fund Overlap Analysis

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

SMSRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 234 holdings, SMSRX may share significant positions with broad-market funds.

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