COIYX Mutual Fund
COIYX Mutual Fund
NAV$10.00
TER0.34%
Holdings188
See how much of COIYX you already own
COIYX Mutual Fund
NAV$10.00
SIMT Conservative Income Fund Class Y
TER0.34%
Holdings188
See how much of COIYX you already own
COIYX Mutual Fund Overlap Analysis
COIYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
COIYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 188 holdings, COIYX may share significant positions with broad-market funds.
COIYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. COIYX tax-loss harvesting finds highly correlated but non-identical funds.