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SMSIX vs EDGI

Shared holdings
2
SMSIX covered by EDGI
8.75%
EDGI covered by SMSIX
8.75%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 17 positions per side shown; ● = held by both — hover a shared position to highlight it in both columns.

SMSIX (March 31, 2026)

SecurityWeight
SIMT CORE FIXED INCOME-Y MUTUAL FUND19.19%
SEI GLOBAL MANAGED VOL-Y Mutual Fund12.19%
SIMT M/A CAPTIAL STABILT-Y MUTUAL FUND9.84%
SEI INSTITUTIONAL MANAGED TRUST MULTI-ASSET ACCUMULATION FUND CLASS Y9.28%
SEI SHRT DUR GOVT-Y Mutual Fund6.90%
SEI SELECT INTL EQUITY MUTUAL FUND5.01%●
SEI DBI MULTI-STRATEGY ALTERNATIVE ETF5.00%
SIMT MULTI-ASSET INFL-Y MUTUAL FUND4.96%
SEI ENHANCED LOW VOL US LRG MUTUAL FUND4.04%
SEI SELECT EM MRKT EQ MUTUAL FUND3.74%●
SIMT MULTI-ASSET INCOME-Y MUTUAL FUND3.67%
SIMT US MANAGED VOL-Y MUTUAL FUND3.42%
SIMT REAL RETURN FUND-Y MUTUAL FUND2.96%
SDIT ULTRA SHRT DUR BND-Y MUTUAL FUND2.95%
SIMT HIGH YIELD BOND-Y MUTUAL FUND2.45%
SEI INST INST EMG MKT DEBT-Y MUTUAL FUND2.43%
SIMT DYNAMIC ASSET ALLOC-Y MUTUAL FUND1.96%

EDGI (March 31, 2026)

SecurityWeight
SEI SELECT INTL EQUITY MUTUAL FUND19.66%●
MOUNT VERNON LIQUID ASSETS PORTFOLIO12.94%
SEI SELECT EM MRKT EQ MUTUAL FUND12.47%●
INNV ID 10 BUFFER ETF QURTLY MUTUAL FUND10.19%
SPDR MSCI ACWI EX-US MUTUAL FUND8.72%
JPMORGAN BETABUILDERS JAPAN MUTUAL FUND8.03%
INNOVATOR EMERGING MARKETS P MUTUAL FUND7.66%
SPDR EURO STOXX 50 ETF MUTUAL FUND7.02%
ISHARES MSCI GERMANY ETF MUTUAL FUND5.19%
ISHARES MSCI JAPAN SMALL-CAP MUTUAL FUND2.39%
ISHARES MSCI EUROPE SMALL-CA MUTUAL FUND1.84%
ISHARES MSCI GLOBAL GOLD MIN MUTUAL FUND1.61%
WISDOMTREE EUR S/C DIVIDEND MUTUAL FUND1.43%
FRST AM-GV OB-X0.85%

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