ISHFX Mutual Fund

NAV$9.43

TER0.55%

Holdings653

ISHFX Mutual Fund

NAV$9.43

Invesco Short Duration High Yield Municipal Fund Class R5

TER0.55%

Holdings653

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Holdings Overlap Analysis

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

ISHFX Mutual Fund Overlap Analysis

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

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

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