BSHIX Mutual Fund

NAV$9.92

AUM$89M

TER0.55%

Holdings211

BSHIX Mutual Fund

NAV$9.92

Bishop Street Hawaii Municipal Bond Fund

AUM$89M

TER0.55%

Holdings211

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Holdings Overlap Analysis

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

BSHIX Mutual Fund Overlap Analysis

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

BSHIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 211 holdings, BSHIX may share significant positions with broad-market funds.

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