SMTIX Mutual Fund

NAV$25.65

AUM$953M

TER0.49%

Holdings24

SMTIX Mutual Fund

NAV$25.65

JPMorgan Smartretirement 2040 Fund Class R5

AUM$953M

TER0.49%

Holdings24

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Holdings Overlap Analysis

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

SMTIX Mutual Fund Overlap Analysis

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

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

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