HIOIX Mutual Fund
HIOIX Mutual Fund
NAV$12.36
AUM$15M
TER2.25%
Holdings37
See how much of HIOIX you already own
HIOIX Mutual Fund
NAV$12.36
Fintrust Income and Opportunity Fund Class I
AUM$15M
TER2.25%
Holdings37
See how much of HIOIX you already own
HIOIX Mutual Fund Overlap Analysis
HIOIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HIOIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, HIOIX may share significant positions with broad-market funds.
HIOIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HIOIX tax-loss harvesting finds highly correlated but non-identical funds.