AHYMX Mutual Fund Analysis & Holdings | MarketXLS

AHYMX Mutual Fund

NAV$8.89

AUM$22M

TER0.67%

Holdings57

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AHYMX Mutual Fund

NAV$8.89

Abrdn Short Duration High Yield Municipal Fund-Institutional Class

AUM$22M

TER0.67%

Holdings57

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

AHYMX Mutual Fund Overlap Analysis

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

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

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