SBHPX Mutual Fund

NAV$10.10

AUM$1M

TER0.49%

Holdings74

See how much of SBHPX you already own

Just $25 once·$99/mo·Download sample

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SBHPX Mutual Fund

NAV$10.10

Segall Bryant & Hamill Short Term Plus Fund Retail Class

AUM$1M

TER0.49%

Holdings74

See how much of SBHPX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

SBHPX Mutual Fund Overlap Analysis

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

SBHPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, SBHPX may share significant positions with broad-market funds.

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