HIBIX Mutual Fund
HIBIX Mutual Fund
NAV$10.67
AUM$346M
TER0.50%
Holdings559
See how much of HIBIX you already own
HIBIX Mutual Fund
NAV$10.67
Virtus Newfleet Low Duration Core Plus Bond Fund Class I
AUM$346M
TER0.50%
Holdings559
See how much of HIBIX you already own
HIBIX Mutual Fund Overlap Analysis
HIBIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HIBIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 559 holdings, HIBIX may share significant positions with broad-market funds.
HIBIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HIBIX tax-loss harvesting finds highly correlated but non-identical funds.