ISHCX Mutual Fund Analysis & Holdings | MarketXLS

ISHCX Mutual Fund

NAV$9.35

TER1.60%

Holdings653

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ISHCX Mutual Fund

NAV$9.35

Invesco Short Duration High Yield Municipal Fund Class C

TER1.60%

Holdings653

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

ISHCX Mutual Fund Overlap Analysis

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

ISHCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 653 holdings, ISHCX may share significant positions with broad-market funds.

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