PSHNX Mutual Fund
PSHNX Mutual Fund
NAV$9.59
AUM$20M
TER0.54%
Holdings89
See how much of PSHNX you already own
PSHNX Mutual Fund
NAV$9.59
Penn Capital Short Duration High Income Fund
AUM$20M
TER0.54%
Holdings89
See how much of PSHNX you already own
PSHNX Mutual Fund Overlap Analysis
PSHNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PSHNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 89 holdings, PSHNX may share significant positions with broad-market funds.
PSHNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PSHNX tax-loss harvesting finds highly correlated but non-identical funds.