FDHAX Mutual Fund Analysis & Holdings | MarketXLS

FDHAX Mutual Fund

NAV$17.66

AUM$6M

TER1.25%

Holdings258

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FDHAX Mutual Fund

NAV$17.66

First Trust Short Duration High Income Fund Class A

AUM$6M

TER1.25%

Holdings258

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

FDHAX Mutual Fund Overlap Analysis

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

FDHAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 258 holdings, FDHAX may share significant positions with broad-market funds.

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