COHIX Mutual Fund
COHIX Mutual Fund
AUM$415M
TER0.79%
Holdings30
See how much of COHIX you already own
COHIX Mutual Fund
Coho Relative Value Equity Fund
AUM$415M
TER0.79%
Holdings30
See how much of COHIX you already own
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.