SHMMX Mutual Fund Analysis & Holdings | MarketXLS

SHMMX Mutual Fund

NAV$14.83

AUM$1.5B

TER0.74%

Holdings648

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SHMMX Mutual Fund

NAV$14.83

Western Asset Managed Municipals Fund Class A

AUM$1.5B

TER0.74%

Holdings648

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

SHMMX Mutual Fund Overlap Analysis

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

SHMMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 648 holdings, SHMMX may share significant positions with broad-market funds.

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