SAMHX Mutual Fund

NAV$7.78

AUM$274M

TER0.66%

Holdings228

SAMHX Mutual Fund

NAV$7.78

Virtus Seix High Yield Fund I

AUM$274M

TER0.66%

Holdings228

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Holdings Overlap Analysis

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

SAMHX Mutual Fund Overlap Analysis

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

SAMHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 228 holdings, SAMHX may share significant positions with broad-market funds.

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