HASIX Mutual Fund
HASIX Mutual Fund
NAV$16.90
AUM$47M
TER1.21%
Holdings82
See how much of HASIX you already own
HASIX Mutual Fund
NAV$16.90
Horizon Active Asset Allocation Fund Institutional Class
AUM$47M
TER1.21%
Holdings82
See how much of HASIX you already own
HASIX Mutual Fund Overlap Analysis
HASIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HASIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 82 holdings, HASIX may share significant positions with broad-market funds.
HASIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HASIX tax-loss harvesting finds highly correlated but non-identical funds.