SMSVX Mutual Fund

NAV$7.41

AUM$2M

TER0.90%

Holdings234

SMSVX Mutual Fund

NAV$7.41

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

AUM$2M

TER0.90%

Holdings234

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Holdings Overlap Analysis

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

SMSVX Mutual Fund Overlap Analysis

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

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

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