SSHFX Mutual Fund
NAV$41.68
AUM$532M
TER0.95%
Holdings40
SSHFX Mutual Fund
NAV$41.68
Sound Shore Fund Investor Class
AUM$532M
TER0.95%
Holdings40

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SSHFX Mutual Fund Overlap Analysis
SSHFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SSHFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, SSHFX may share significant positions with broad-market funds.
SSHFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSHFX tax-loss harvesting finds highly correlated but non-identical funds.