SFHIX Mutual Fund

NAV$8.90

AUM$273M

TER0.56%

Holdings493

See how much of SFHIX you already own

Just $25 once·$99/mo·Download sample

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SFHIX Mutual Fund

NAV$8.90

Shenkman Capital Floating Rate High Income Fund Institutional Class

AUM$273M

TER0.56%

Holdings493

See how much of SFHIX 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 SFHIX 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 SFHIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SFHIX Mutual Fund Overlap Analysis

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

SFHIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 493 holdings, SFHIX may share significant positions with broad-market funds.

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