HICOX Mutual Fund
HICOX Mutual Fund
NAV$8.93
AUM$1.7B
TER0.59%
Holdings331
See how much of HICOX you already own
HICOX Mutual Fund
NAV$8.93
Colorado BondShares - A Tax-Exempt Fund
AUM$1.7B
TER0.59%
Holdings331
See how much of HICOX you already own
HICOX Mutual Fund Overlap Analysis
HICOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HICOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 331 holdings, HICOX may share significant positions with broad-market funds.
HICOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HICOX tax-loss harvesting finds highly correlated but non-identical funds.