SDHFX Mutual Fund Analysis & Holdings | MarketXLS

SDHFX Mutual Fund

NAV$14.18

AUM$129M

TER0.56%

Holdings530

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

SDHFX Mutual Fund

NAV$14.18

Lord Abbett Short Duration High income Municipal Bond Fund Class F

AUM$129M

TER0.56%

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 SDHFX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SDHFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SDHFX Mutual Fund Overlap Analysis

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

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

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