SHYMX Mutual Fund
SHYMX Mutual Fund
NAV$9.98
AUM$58M
TER0.57%
Holdings489
See how much of SHYMX you already own
SHYMX Mutual Fund
NAV$9.98
STET Short Duration Municipal Fund Class Y
AUM$58M
TER0.57%
Holdings489
See how much of SHYMX you already own
SHYMX Mutual Fund Overlap Analysis
SHYMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SHYMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 489 holdings, SHYMX may share significant positions with broad-market funds.
SHYMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SHYMX tax-loss harvesting finds highly correlated but non-identical funds.