SHYMX Mutual Fund Analysis & Holdings | MarketXLS

SHYMX Mutual Fund

NAV$10.00

AUM$58M

TER0.57%

Holdings501

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SHYMX Mutual Fund

NAV$10.00

STET Short Duration Municipal Fund Class Y

AUM$58M

TER0.57%

Holdings501

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

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 501 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.