MSHAX Mutual Fund Analysis & Holdings | MarketXLS

MSHAX Mutual Fund

NAV$9.18

AUM$7M

TER0.96%

Holdings216

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MSHAX Mutual Fund

NAV$9.18

MML Barings Short-Duration Bond Fund Class A

AUM$7M

TER0.96%

Holdings216

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

MSHAX Mutual Fund Overlap Analysis

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

MSHAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 216 holdings, MSHAX may share significant positions with broad-market funds.

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