SHMDX Mutual Fund

NAV$7.92

AUM$337M

TER0.74%

Holdings324

SHMDX Mutual Fund

NAV$7.92

Virtus Stone Harbor Emerging Markets Debt Income Fund Institutional Class

AUM$337M

TER0.74%

Holdings324

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Holdings Overlap Analysis

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

SHMDX Mutual Fund Overlap Analysis

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

SHMDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 324 holdings, SHMDX may share significant positions with broad-market funds.

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