COIYX Mutual Fund Holdings Overlap Calculator | MarketXLS

COIYX Mutual Fund

NAV$10.01

TER0.34%

Holdings165

See what you own twice

Check COIYX against your other funds. Free for up to 5.

Check my overlap

COIYX Mutual Fund

NAV$10.01

SIMT Conservative Income Fund Class Y

TER0.34%

Holdings165

See what you own twice

Check COIYX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

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

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 165 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.