SSHFX Mutual Fund
SSHFX Mutual Fund
NAV$44.40
AUM$550M
TER0.91%
Holdings40
See how much of SSHFX you already own
SSHFX Mutual Fund
NAV$44.40
Sound Shore Fund Investor Class
AUM$550M
TER0.91%
Holdings40
See how much of SSHFX you already own
SSHFX Mutual Fund Overlap Analysis
SSHFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SSHFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, SSHFX may share significant positions with broad-market funds.
SSHFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSHFX tax-loss harvesting finds highly correlated but non-identical funds.