OHSHX Mutual Fund Analysis & Holdings | MarketXLS

OHSHX Mutual Fund

NAV$8.37

AUM$2M

TER0.95%

Holdings111

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OHSHX Mutual Fund

NAV$8.37

Oakhurst Short Duration High Yield Credit Fund Institutional Class

AUM$2M

TER0.95%

Holdings111

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

OHSHX Mutual Fund Overlap Analysis

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

OHSHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 111 holdings, OHSHX may share significant positions with broad-market funds.

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