SHRCX Mutual Fund Analysis & Holdings | MarketXLS

SHRCX Mutual Fund

NAV$13.99

AUM$154M

TER0.85%

Holdings90

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SHRCX Mutual Fund

NAV$13.99

Western Asset California Municipals Fund Class A

AUM$154M

TER0.85%

Holdings90

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

SHRCX Mutual Fund Overlap Analysis

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

SHRCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 90 holdings, SHRCX may share significant positions with broad-market funds.

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