FOIPX Mutual Fund

NAV$9.01

AUM$189M

TER0.49%

Holdings213

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FOIPX Mutual Fund

NAV$9.01

Tributary Income Fund Institutional Plus Class

AUM$189M

TER0.49%

Holdings213

See how much of FOIPX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

FOIPX Mutual Fund Overlap Analysis

FOIPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FOIPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 213 holdings, FOIPX may share significant positions with broad-market funds.

FOIPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FOIPX tax-loss harvesting finds highly correlated but non-identical funds.