HIMZX Mutual Fund

NAV$10.67

AUM$56M

TER0.75%

Holdings559

See how much of HIMZX you already own

Just $25 once·$69/mo·Download sample

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HIMZX Mutual Fund

NAV$10.67

Virtus Newfleet Low Duration Core Plus Bond Fund Class A

AUM$56M

TER0.75%

Holdings559

See how much of HIMZX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

Compare HIMZX 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 HIMZX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

HIMZX Mutual Fund Overlap Analysis

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

HIMZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 559 holdings, HIMZX may share significant positions with broad-market funds.

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