SBHPX Mutual Fund

NAV$10.10

AUM$1M

TER0.49%

Holdings74

SBHPX Mutual Fund

NAV$10.10

Segall Bryant & Hamill Short Term Plus Fund Retail Class

AUM$1M

TER0.49%

Holdings74

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Holdings Overlap Analysis

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

SBHPX Mutual Fund Overlap Analysis

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

SBHPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, SBHPX may share significant positions with broad-market funds.

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