FSHAX Mutual Fund Analysis & Holdings | MarketXLS

FSHAX Mutual Fund

NAV$9.80

AUM$310M

TER0.63%

Holdings338

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FSHAX Mutual Fund

NAV$9.80

Nuveen Short Term Municipal Bond Fund Class A

AUM$310M

TER0.63%

Holdings338

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

FSHAX Mutual Fund Overlap Analysis

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

FSHAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 338 holdings, FSHAX may share significant positions with broad-market funds.

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