COHIX Mutual Fund
COHIX Mutual Fund
AUM$415M
TER0.79%
Holdings30
COHIX Mutual Fund
Coho Relative Value Equity Fund
AUM$415M
TER0.79%
Holdings30
COHIX Mutual Fund Overlap Analysis
COHIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
COHIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, COHIX may share significant positions with broad-market funds.
COHIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. COHIX tax-loss harvesting finds highly correlated but non-identical funds.