SMTAX Mutual Fund

NAV$25.36

AUM$592M

TER0.83%

Holdings24

SMTAX Mutual Fund

NAV$25.36

JPMorgan Smartretirement 2040 Fund Class A

AUM$592M

TER0.83%

Holdings24

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Holdings Overlap Analysis

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

SMTAX Mutual Fund Overlap Analysis

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

SMTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, SMTAX may share significant positions with broad-market funds.

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