HIIIX Mutual Fund
HIIIX Mutual Fund
NAV$4.06
AUM$164M
TER1.24%
Holdings48
See how much of HIIIX you already own
HIIIX Mutual Fund
NAV$4.06
Catalyst/SMH High Income Fund Cl I
AUM$164M
TER1.24%
Holdings48
See how much of HIIIX you already own
HIIIX Mutual Fund Overlap Analysis
HIIIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HIIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, HIIIX may share significant positions with broad-market funds.
HIIIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HIIIX tax-loss harvesting finds highly correlated but non-identical funds.