HIDRX Mutual Fund
HIDRX Mutual Fund
Horizon Defined Risk Fund Institutional Class
TER0.92%
Holdings517
See how much of HIDRX you already own
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 517 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.