HIGUX Mutual Fund Analysis & Holdings | MarketXLS

HIGUX Mutual Fund

NAV$21.55

AUM$14M

TER0.64%

Holdings50

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HIGUX Mutual Fund

NAV$21.55

Carillon Eagle Growth & Income Fund Class R-6

AUM$14M

TER0.64%

Holdings50

See inside every fund you own

$45/quarter 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 HIGUX 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 HIGUX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

HIGUX Mutual Fund Overlap Analysis

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

HIGUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, HIGUX may share significant positions with broad-market funds.

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