SHDIX Mutual Fund

NAV$8.96

TER0.90%

Holdings31

SHDIX Mutual Fund

NAV$8.96

American Beacon Shapiro SMID Cap Equity Fund Class R5

TER0.90%

Holdings31

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Holdings Overlap Analysis

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

SHDIX Mutual Fund Overlap Analysis

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

SHDIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, SHDIX may share significant positions with broad-market funds.

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