OHSDX Mutual Fund Analysis & Holdings | MarketXLS

OHSDX Mutual Fund

NAV$9.44

AUM$2M

TER0.60%

Holdings75

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OHSDX Mutual Fund

NAV$9.44

Oakhurst Short Duration Bond Fund Class Institutional

AUM$2M

TER0.60%

Holdings75

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

OHSDX Mutual Fund Overlap Analysis

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

OHSDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, OHSDX may share significant positions with broad-market funds.

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