SDHAX Mutual Fund Analysis & Holdings | MarketXLS

SDHAX Mutual Fund

NAV$14.18

TER0.66%

Holdings530

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SDHAX Mutual Fund

NAV$14.18

Lord Abbett Short Duration High income Municipal Bond Fund Class A

TER0.66%

Holdings530

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

SDHAX Mutual Fund Overlap Analysis

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

SDHAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 530 holdings, SDHAX may share significant positions with broad-market funds.

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