SHOAX Mutual Fund

NAV$9.40

AUM$50M

TER1.07%

Holdings126

See how much of SHOAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

SHOAX Mutual Fund

NAV$9.40

American Beacon SiM High Yield Opportunities Fund Class A

AUM$50M

TER1.07%

Holdings126

See how much of SHOAX you already own

Just $25 once·$69/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 SHOAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SHOAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SHOAX Mutual Fund Overlap Analysis

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

SHOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 126 holdings, SHOAX may share significant positions with broad-market funds.

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