HIDRX Mutual Fund

TER0.92%

Holdings516

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HIDRX Mutual Fund

Horizon Defined Risk Fund Institutional Class

TER0.92%

Holdings516

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare HIDRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings HIDRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

HIDRX Mutual Fund Overlap Analysis

HIDRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

HIDRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 516 holdings, HIDRX may share significant positions with broad-market funds.

HIDRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HIDRX tax-loss harvesting finds highly correlated but non-identical funds.