SHDAX Mutual Fund Analysis & Holdings | MarketXLS

SHDAX Mutual Fund

NAV$5.06

AUM$175M

TER0.55%

Holdings147

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SHDAX Mutual Fund

NAV$5.06

Western Asset Short Duration Municipal Income Fund Class A

AUM$175M

TER0.55%

Holdings147

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

SHDAX Mutual Fund Overlap Analysis

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

SHDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 147 holdings, SHDAX may share significant positions with broad-market funds.

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