SHDSX Mutual Fund Analysis & Holdings | MarketXLS

SHDSX Mutual Fund

NAV$5.06

AUM$8M

TER0.35%

Holdings147

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SHDSX Mutual Fund

NAV$5.06

Western Asset Short Duration Municipal Income Fund Class IS

AUM$8M

TER0.35%

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

SHDSX Mutual Fund Overlap Analysis

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

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

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