PSHNX Mutual Fund Holdings Overlap Calculator | MarketXLS

PSHNX Mutual Fund

NAV$9.58

AUM$20M

TER0.54%

Holdings89

See what you own twice

Check PSHNX against your other funds. Free for up to 5.

Check my overlap

PSHNX Mutual Fund

NAV$9.58

Penn Capital Short Duration High Income Fund

AUM$20M

TER0.54%

Holdings89

See what you own twice

Check PSHNX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

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.