ASHSX Mutual Fund
ASHSX Mutual Fund
NAV$13.42
AUM$19M
TER0.55%
Holdings211
See how much of ASHSX you already own
ASHSX Mutual Fund
NAV$13.42
Virtus Newfleet Short Duration High Income Fund Class R6
AUM$19M
TER0.55%
Holdings211
See how much of ASHSX you already own
ASHSX Mutual Fund Overlap Analysis
ASHSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ASHSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 211 holdings, ASHSX may share significant positions with broad-market funds.
ASHSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ASHSX tax-loss harvesting finds highly correlated but non-identical funds.