ASHSX Mutual Fund

NAV$13.40

AUM$19M

TER0.55%

Holdings211

ASHSX Mutual Fund

NAV$13.40

Virtus Newfleet Short Duration High Income Fund Class R6

AUM$19M

TER0.55%

Holdings211

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Holdings Overlap Analysis

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

ASHSX Mutual Fund Overlap Analysis

ASHSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

ASHSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 211 holdings, ASHSX may share significant positions with broad-market funds.

ASHSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ASHSX tax-loss harvesting finds highly correlated but non-identical funds.