SHLMX Mutual Fund

NAV$8.76

AUM$12M

TER1.00%

Holdings76

See how much of SHLMX you already own

Just $25 once·$99/mo·Download sample

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SHLMX Mutual Fund

NAV$8.76

Virtus Stone Harbor Local Markets Fund Institutional Class

AUM$12M

TER1.00%

Holdings76

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

SHLMX Mutual Fund Overlap Analysis

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

SHLMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, SHLMX may share significant positions with broad-market funds.

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