AIRIX Mutual Fund Analysis & Holdings | MarketXLS

AIRIX Mutual Fund

NAV$7.87

AUM$3M

TER1.18%

Holdings11

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AIRIX Mutual Fund

NAV$7.87

Horizon Active Income Fund Institutional Class

AUM$3M

TER1.18%

Holdings11

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

AIRIX Mutual Fund Overlap Analysis

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

AIRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, AIRIX may share significant positions with broad-market funds.

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