SHIAX Mutual Fund

NAV$4.73

AUM$431M

TER0.97%

Holdings395

SHIAX Mutual Fund

NAV$4.73

Western Asset Short Duration High Income Fund Class A

AUM$431M

TER0.97%

Holdings395

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare SHIAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SHIAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SHIAX Mutual Fund Overlap Analysis

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

SHIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 395 holdings, SHIAX may share significant positions with broad-market funds.

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