SFHFX Mutual Fund

NAV$8.81

AUM$6M

TER0.66%

Holdings493

SFHFX Mutual Fund

NAV$8.81

Shenkman Capital Floating Rate High Income Fund Class F

AUM$6M

TER0.66%

Holdings493

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Holdings Overlap Analysis

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

SFHFX Mutual Fund Overlap Analysis

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

SFHFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 493 holdings, SFHFX may share significant positions with broad-market funds.

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