SFHIX Mutual Fund

NAV$8.80

AUM$272M

TER0.56%

Holdings493

SFHIX Mutual Fund

NAV$8.80

Shenkman Capital Floating Rate High Income Fund Institutional Class

AUM$272M

TER0.56%

Holdings493

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Holdings Overlap Analysis

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

SFHIX Mutual Fund Overlap Analysis

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

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

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