HBIXX Mutual Fund
HBIXX Mutual Fund
NAV$1.00
AUM$4.8B
TER0.14%
Holdings50
HBIXX Mutual Fund
NAV$1.00
HSBC US Treasury Money Market Fund Class I Shares
AUM$4.8B
TER0.14%
Holdings50
HBIXX Mutual Fund Overlap Analysis
HBIXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HBIXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, HBIXX may share significant positions with broad-market funds.
HBIXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HBIXX tax-loss harvesting finds highly correlated but non-identical funds.