SHAPX Mutual Fund

NAV$37.10

AUM$8.2B

TER0.91%

Holdings62

SHAPX Mutual Fund

NAV$37.10

ClearBridge Appreciation Fund Class A

AUM$8.2B

TER0.91%

Holdings62

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Holdings Overlap Analysis

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

SHAPX Mutual Fund Overlap Analysis

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

SHAPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, SHAPX may share significant positions with broad-market funds.

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