STHIX Mutual Fund
STHIX Mutual Fund
AUM$9M
TER1.24%
Holdings193
STHIX Mutual Fund
Virtus Seix High Income Fund R
AUM$9M
TER1.24%
Holdings193
STHIX Mutual Fund Overlap Analysis
STHIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
STHIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 193 holdings, STHIX may share significant positions with broad-market funds.
STHIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. STHIX tax-loss harvesting finds highly correlated but non-identical funds.