SHYIX Mutual Fund Analysis & Holdings | MarketXLS

SHYIX Mutual Fund

NAV$7.96

AUM$93M

TER0.66%

Holdings352

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SHYIX Mutual Fund

NAV$7.96

Guggenheim High Yield Fund Institutional Class

AUM$93M

TER0.66%

Holdings352

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

SHYIX Mutual Fund Overlap Analysis

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

SHYIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 352 holdings, SHYIX may share significant positions with broad-market funds.

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