SHINX Mutual Fund
SHINX Mutual Fund
NAV$11.05
AUM$2M
TER2.35%
Holdings24
See how much of SHINX you already own
SHINX Mutual Fund
NAV$11.05
Catalyst Buffered Shield Fund Class C
AUM$2M
TER2.35%
Holdings24
See how much of SHINX you already own
SHINX Mutual Fund Overlap Analysis
SHINX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SHINX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, SHINX may share significant positions with broad-market funds.
SHINX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SHINX tax-loss harvesting finds highly correlated but non-identical funds.