EXHAX Mutual Fund
EXHAX Mutual Fund
NAV$27.25
AUM$241M
TER1.10%
Holdings126
EXHAX Mutual Fund
NAV$27.25
Manning & Napier ProBlend Maximum Term Series Class S
AUM$241M
TER1.10%
Holdings126
EXHAX Mutual Fund Overlap Analysis
EXHAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EXHAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 126 holdings, EXHAX may share significant positions with broad-market funds.
EXHAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EXHAX tax-loss harvesting finds highly correlated but non-identical funds.