FDHIX Mutual Fund
FDHIX Mutual Fund
NAV$17.68
AUM$41M
TER1.00%
Holdings258
FDHIX Mutual Fund
NAV$17.68
First Trust Short Duration High Income Fund Class I
AUM$41M
TER1.00%
Holdings258
FDHIX Mutual Fund Overlap Analysis
FDHIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FDHIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 258 holdings, FDHIX may share significant positions with broad-market funds.
FDHIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FDHIX tax-loss harvesting finds highly correlated but non-identical funds.