SDHIX Mutual Fund Analysis & Holdings | MarketXLS

SDHIX Mutual Fund

NAV$14.18

AUM$51M

TER0.46%

Holdings530

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SDHIX Mutual Fund

NAV$14.18

Lord Abbett Short Duration High income Municipal Bond Fund Class I

AUM$51M

TER0.46%

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

SDHIX Mutual Fund Overlap Analysis

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

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

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