SHXAX Mutual Fund

NAV$14.26

TER1.07%

Holdings27

SHXAX Mutual Fund

NAV$14.26

American Beacon Shapiro Equity Opportunities Fund Class A

TER1.07%

Holdings27

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Holdings Overlap Analysis

Compare SHXAX 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 SHXAX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

SHXAX Mutual Fund Overlap Analysis

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

SHXAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, SHXAX may share significant positions with broad-market funds.

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