SHRSX Mutual Fund Analysis & Holdings | MarketXLS

SHRSX Mutual Fund

NAV$13.98

AUM$4M

TER0.59%

Holdings90

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SHRSX Mutual Fund

NAV$13.98

Western Asset California Municipals Fund Class IS

AUM$4M

TER0.59%

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

SHRSX Mutual Fund Overlap Analysis

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

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

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