SHCDX Mutual Fund

NAV$8.05

AUM$7M

TER0.89%

Holdings177

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SHCDX Mutual Fund

NAV$8.05

Virtus Stone Harbor Emerging Markets Bond Fund Class I

AUM$7M

TER0.89%

Holdings177

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

SHCDX Mutual Fund Overlap Analysis

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

SHCDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 177 holdings, SHCDX may share significant positions with broad-market funds.

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