SHPSX Mutual Fund Analysis & Holdings | MarketXLS

SHPSX Mutual Fund

NAV$28.82

AUM$7,947.24

TER2.78%

Holdings8

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SHPSX Mutual Fund

NAV$28.82

Profunds Short Small-Cap ProFund Service Class

AUM$7,947.24

TER2.78%

Holdings8

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

SHPSX Mutual Fund Overlap Analysis

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

SHPSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, SHPSX may share significant positions with broad-market funds.

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