SHORX Mutual Fund

NAV$9.69

AUM$14M

TER0.75%

Holdings51

SHORX Mutual Fund

NAV$9.69

Western Asset Oregon Municipals Fund Class A

AUM$14M

TER0.75%

Holdings51

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Holdings Overlap Analysis

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

SHORX Mutual Fund Overlap Analysis

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

SHORX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, SHORX may share significant positions with broad-market funds.

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