SSHFX Mutual Fund Holdings Overlap Calculator | MarketXLS

SSHFX Mutual Fund

NAV$44.45

AUM$550M

TER0.91%

Holdings40

See what you own twice

Check SSHFX against your other funds. Free for up to 5.

Check my overlap

SSHFX Mutual Fund

NAV$44.45

Sound Shore Fund Investor Class

AUM$550M

TER0.91%

Holdings40

See what you own twice

Check SSHFX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

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.