SHTRX Mutual Fund

NAV$8.37

AUM$12M

TER0.44%

Holdings137

SHTRX Mutual Fund

NAV$8.37

Sterling Capital Short Duration Bond Fund R6 Shares

AUM$12M

TER0.44%

Holdings137

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Holdings Overlap Analysis

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

SHTRX Mutual Fund Overlap Analysis

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

SHTRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 137 holdings, SHTRX may share significant positions with broad-market funds.

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