HCYIX Mutual Fund
HCYIX Mutual Fund
NAV$18.69
AUM$130M
TER1.04%
Holdings102
See how much of HCYIX you already own
HCYIX Mutual Fund
NAV$18.69
Hilton Tactical Income Fund Institutional Class
AUM$130M
TER1.04%
Holdings102
See how much of HCYIX you already own
HCYIX Mutual Fund Overlap Analysis
HCYIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HCYIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 102 holdings, HCYIX may share significant positions with broad-market funds.
HCYIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HCYIX tax-loss harvesting finds highly correlated but non-identical funds.