AAHMX Mutual Fund

NAV$8.90

AUM$3M

TER0.92%

Holdings57

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$99/yr Pro · 7-day refund

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AAHMX Mutual Fund

NAV$8.90

Abrdn Short Duration High Yield Municipal Fund-Class A

AUM$3M

TER0.92%

Holdings57

See inside every fund you own

$99/yr Pro · 7-day refund

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

AAHMX Mutual Fund Overlap Analysis

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

AAHMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, AAHMX may share significant positions with broad-market funds.

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